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OCSGX vs WCMNX
OCSGX vs WCMNX Comparison
Open Charts OCSGX vs WCMNX
Optimum Small-Mid Cap Growth C
Price$6.80
Change-$0.03 (-0.44%)
VolumeN/A
Net Assets707.22M
WCM Small Cap Growth Investor
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.97M
OCSGX vs WCMNX Comparison Chart in %
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OCSGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OCSGX has more cash in the bank: 707M vs. WCMNX (44M). OCSGX (0.00) and WCMNX (0.00) have matching dividends . OCSGX was incepted earlier than WCMNX: OCSGX (22 years) vs WCMNX (6 years). OCSGX (2.41) is less costly to investors than WCMNX (2.04). OCSGX is a more actively managed with annual turnover of: 131.00 vs. WCMNX (83.00). OCSGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. OCSGX annual gain was more profitable for investors over the last year : 7.77 vs. WCMNX (6.30). WCMNX return over 5 years is better than : 14.45 vs. OCSGX (-43.62).
| OCSGX | WCMNX | OCSGX / WCMNX | |
| Total Expense Ratio | 2.24 | 1.24 | 181% |
| Annual Report Gross Expense Ratio | 2.41 | 2.04 | 118% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -1.734 | 1.103 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 6.30 | 123% |
| Returns for 3 years | -5.82 | 11.95 | -49% |
| Returns for 5 years | -43.62 | 14.45 | -302% |
| Returns for 10 years | -50.22 | N/A | - |
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