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OCSGX vs WCMLX
OCSGX vs WCMLX Comparison
Open Charts OCSGX vs WCMLX
Optimum Small-Mid Cap Growth C
Price$7.17
Change+$0.03 (+0.42%)
VolumeN/A
Net Assets729.42M
WCM Small Cap Growth Institutional
Price$13.61
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets44.77M
OCSGX vs WCMLX Comparison Chart in %
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OCSGX vs. WCMLX commentary
Aug 28, 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 Buy.
FUNDAMENTALS
Fundamentals
OCSGX has more cash in the bank: 729M vs. WCMLX (44.8M). 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 : 4.98 vs. WCMLX (3.52). WCMLX return over 5 years is better than : 16.52 vs. OCSGX (-41.94).
| 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 | 3.613 | 5.288 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 44.8M | 1,627% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.98 | 3.52 | 142% |
| Returns for 3 years | 1.41 | 20.57 | 7% |
| Returns for 5 years | -41.94 | 16.52 | -254% |
| Returns for 10 years | -45.43 | N/A | - |
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