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OCSVX vs WCMFX
OCSVX vs WCMFX Comparison
Open Charts OCSVX vs WCMFX
Optimum Small-Mid Cap Value C
Price$10.48
Change-$0.09 (-0.85%)
VolumeN/A
Net Assets578.93M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
OCSVX vs WCMFX Comparison Chart in %
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OCSVX vs. WCMFX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OCSVX has more cash in the bank: 579M vs. WCMFX (60.2M). 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 (2.39) 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 : -3.99 vs. WCMFX (-13.62). WCMFX return over 5 years is better than : 26.40 vs. OCSVX (14.25).
| OCSVX | WCMFX | OCSVX / WCMFX | |
| Total Expense Ratio | 2.25 | 0.90 | 250% |
| Annual Report Gross Expense Ratio | 2.39 | 1.45 | 165% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -3.676 | -3.673 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 60.2M | 962% |
| Annual Yield % from dividends | 0.34 | 0.00 | - |
| Returns for 1 year | -3.99 | -13.62 | 29% |
| Returns for 3 years | -8.50 | 8.26 | -103% |
| Returns for 5 years | 14.25 | 26.40 | 54% |
| Returns for 10 years | -8.14 | N/A | - |
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