OCSVX
Price
$11.05
Change
-$0.02 (-0.18%)
Updated
Aug 28 closing price
Net Assets
605.43M
WCMFX
Price
$11.98
Change
-$0.07 (-0.58%)
Updated
Aug 28 closing price
Net Assets
62.37M
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OCSVX vs WCMFX

Header iconOCSVX vs WCMFX Comparison
Open Charts OCSVX vs WCMFXBanner chart's image
Optimum Small-Mid Cap Value C
Price$11.05
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets605.43M
WCM SMID Quality Val Fd Institutional
Price$11.98
Change-$0.07 (-0.58%)
VolumeN/A
Net Assets62.37M
OCSVX vs WCMFX Comparison Chart in %
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OCSVX vs. WCMFX commentary
Aug 29, 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 OCSVX is a Buy and WCMFX is a Buy.

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FUNDAMENTALS
Fundamentals
OCSVX has more cash in the bank: 605M vs. WCMFX (62.4M). OCSVX pays higher dividends than WCMFX: OCSVX (0.34) vs WCMFX (0.00). OCSVX was incepted earlier than WCMFX: OCSVX (22 years) vs WCMFX (6 years). OCSVX (2.33) is less costly to investors than WCMFX (1.45). OCSVX is a more actively managed with annual turnover of: 117.00 vs. WCMFX (15.00). OCSVX has a lower initial minimum investment than WCMFX: OCSVX (1000) vs WCMFX (100000). OCSVX annual gain was more profitable for investors over the last year : -5.00 vs. WCMFX (-13.62). WCMFX return over 5 years is better than : 32.27 vs. OCSVX (18.37).
OCSVXWCMFXOCSVX / WCMFX
Total Expense Ratio2.240.90249%
Annual Report Gross Expense Ratio2.331.45161%
Fund Existence22 years6 years-
Gain YTD1.7460.584299%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets605M62.4M970%
Annual Yield % from dividends0.340.00-
Returns for 1 year-5.00-13.6237%
Returns for 3 years-3.0917.33-18%
Returns for 5 years18.3732.2757%
Returns for 10 years-0.64N/A-
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