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OASVX vs WCMJX
OASVX vs WCMJX Comparison
Open Charts OASVX vs WCMJX
Optimum Small-Mid Cap Value A
Price$12.99
Change-$0.21 (-1.59%)
VolumeN/A
Net Assets591.52M
WCM SMID Quality Val Fd Investor
Price$11.05
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets21.83M
OASVX vs WCMJX Comparison Chart in %
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OASVX vs. WCMJX commentary
Oct 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OASVX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
OASVX has more cash in the bank: 592M vs. WCMJX (21.8M). OASVX pays higher dividends than WCMJX: OASVX (0.68) vs WCMJX (0.00). OASVX was incepted earlier than WCMJX: OASVX (22 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than OASVX (1.58). OASVX is a more actively managed with annual turnover of: 117.00 vs. WCMJX (15.00). OASVX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OASVX annual gain was more profitable for investors over the last year : -8.99 vs. WCMJX (-20.68). OASVX return over 5 years is better than : 24.36 vs. WCMJX (21.66).
| OASVX | WCMJX | OASVX / WCMJX | |
| Total Expense Ratio | 1.49 | 1.15 | 130% |
| Annual Report Gross Expense Ratio | 1.58 | 1.70 | 93% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 0.304 | -5.603 | -5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 21.8M | 2,716% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | -8.99 | -20.68 | 43% |
| Returns for 3 years | 9.68 | 16.93 | 57% |
| Returns for 5 years | 24.36 | 21.66 | 112% |
| Returns for 10 years | 13.13 | N/A | - |
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