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OCSGX vs WCMLX
OCSGX vs WCMLX Comparison
Open Charts OCSGX vs WCMLX
Optimum Small-Mid Cap Growth C
Price$7.36
Change+$0.11 (+1.52%)
VolumeN/A
Net Assets735.02M
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets43.69M
OCSGX vs WCMLX Comparison Chart in %
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OCSGX vs. WCMLX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
OCSGX has more cash in the bank: 735M vs. WCMLX (43.7M). 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 : 6.46 vs. WCMLX (4.73). WCMLX return over 5 years is better than : 12.53 vs. OCSGX (-45.65).
| 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 | 4.769 | 6.843 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 43.7M | 1,682% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.46 | 4.73 | 137% |
| Returns for 3 years | 12.23 | 34.97 | 35% |
| Returns for 5 years | -45.65 | 12.53 | -364% |
| Returns for 10 years | -43.45 | N/A | - |
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