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OCSGX vs WCMLX
OCSGX vs WCMLX Comparison
Open Charts OCSGX vs WCMLX
Optimum Small-Mid Cap Growth C
Price$6.80
Change-$0.03 (-0.44%)
VolumeN/A
Net Assets707.22M
WCM Small Cap Growth Institutional
Price$12.95
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets43.97M
OCSGX vs WCMLX Comparison Chart in %
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OCSGX vs. WCMLX commentary
Aug 07, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OCSGX has more cash in the bank: 707M vs. WCMLX (44M). OCSGX (0.00) and WCMLX (0.00) have matching dividends . OCSGX was incepted earlier than WCMLX: OCSGX (22 years) vs WCMLX (6 years). OCSGX (2.41) 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 : 7.77 vs. WCMLX (6.46). WCMLX return over 5 years is better than : 15.95 vs. OCSGX (-43.62).
| OCSGX | WCMLX | OCSGX / WCMLX | |
| Total Expense Ratio | 2.24 | 0.99 | 226% |
| Annual Report Gross Expense Ratio | 2.41 | 1.79 | 135% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -1.734 | 1.166 | -149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 44M | 1,607% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.77 | 6.46 | 120% |
| Returns for 3 years | -5.82 | 12.74 | -46% |
| Returns for 5 years | -43.62 | 15.95 | -273% |
| Returns for 10 years | -50.22 | N/A | - |
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