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OCSGX vs WCMNX
OCSGX vs WCMNX Comparison
Open Charts OCSGX vs WCMNX
Optimum Small-Mid Cap Growth C
Price$7.27
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets740.99M
WCM Small Cap Growth Investor
Price$13.64
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets45.17M
OCSGX vs WCMNX Comparison Chart in %
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OCSGX vs. WCMNX commentary
Sep 18, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OCSGX has more cash in the bank: 741M vs. WCMNX (45.2M). OCSGX (0.00) and WCMNX (0.00) have matching dividends . OCSGX was incepted earlier than WCMNX: OCSGX (22 years) vs WCMNX (6 years). OCSGX (2.29) 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 : 7.56 vs. WCMNX (6.16). WCMNX return over 5 years is better than : 20.85 vs. OCSGX (-40.30).
| OCSGX | WCMNX | OCSGX / WCMNX | |
| Total Expense Ratio | 2.19 | 1.24 | 177% |
| Annual Report Gross Expense Ratio | 2.29 | 2.04 | 112% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 4.913 | 7.329 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 45.2M | 1,639% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.56 | 6.16 | 123% |
| Returns for 3 years | 6.61 | 28.49 | 23% |
| Returns for 5 years | -40.30 | 20.85 | -193% |
| Returns for 10 years | -44.45 | N/A | - |
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