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OCSVX vs WCMFX
OCSVX vs WCMFX Comparison
Open Charts OCSVX vs WCMFX
Optimum Small-Mid Cap Value C
Price$10.99
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets604.6M
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
OCSVX vs WCMFX Comparison Chart in %
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OCSVX vs. WCMFX commentary
Sep 19, 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 Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
OCSVX has more cash in the bank: 605M vs. WCMFX (60.7M). OCSVX pays higher dividends than WCMFX: OCSVX (0.33) 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 : -6.08 vs. WCMFX (-15.60). WCMFX return over 5 years is better than : 37.31 vs. OCSVX (21.36).
| OCSVX | WCMFX | OCSVX / WCMFX | |
| Total Expense Ratio | 2.24 | 0.90 | 249% |
| Annual Report Gross Expense Ratio | 2.33 | 1.45 | 161% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 1.103 | -2.003 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 60.7M | 997% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | -6.08 | -15.60 | 39% |
| Returns for 3 years | 2.08 | 18.83 | 11% |
| Returns for 5 years | 21.36 | 37.31 | 57% |
| Returns for 10 years | 0.34 | N/A | - |
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