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OCSGX vs WCMLX
OCSGX vs WCMLX Comparison
Open Charts OCSGX vs WCMLX
Optimum Small-Mid Cap Growth C
Price$7.11
Change+$0.07 (+0.99%)
VolumeN/A
Net Assets704.36M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
OCSGX vs WCMLX Comparison Chart in %
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OCSGX vs. WCMLX commentary
Nov 20, 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 OCSGX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
OCSGX has more cash in the bank: 704M vs. WCMLX (41.3M). OCSGX (0.00) and WCMLX (0.00) have matching dividends . OCSGX was incepted earlier than WCMLX: OCSGX (22 years) vs WCMLX (6 years). OCSGX (2.29) is less costly to investors than WCMLX (1.79). OCSGX is a more actively managed with annual turnover of: 131.00 vs. WCMLX (83.00). OCSGX has a lower initial minimum investment than WCMLX: OCSGX (1000) vs WCMLX (100000). OCSGX annual gain was more profitable for investors over the last year : 0.14 vs. WCMLX (-3.04). WCMLX return over 5 years is better than : -0.83 vs. OCSGX (-49.75).
| OCSGX | WCMLX | OCSGX / WCMLX | |
| Total Expense Ratio | 2.19 | 0.99 | 221% |
| Annual Report Gross Expense Ratio | 2.29 | 1.79 | 128% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 2.746 | 1.788 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 41.3M | 1,705% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.14 | -3.04 | -5% |
| Returns for 3 years | 8.05 | 21.43 | 38% |
| Returns for 5 years | -49.75 | -0.83 | 5,970% |
| Returns for 10 years | -44.24 | N/A | - |