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OCSVX vs WCMFX
OCSVX vs WCMFX Comparison
Open Charts OCSVX vs WCMFX
Optimum Small-Mid Cap Value C
Price$9.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets554.54M
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
OCSVX vs WCMFX Comparison Chart
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OCSVX vs. WCMFX commentary
May 11, 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: 555M vs. WCMFX (61.5M). OCSVX pays higher dividends than WCMFX: OCSVX (0.38) 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 (1.27). OCSVX is a more actively managed with annual turnover of: 26.00 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 : -13.80 vs. WCMFX (-16.44). WCMFX return over 5 years is better than : 41.69 vs. OCSVX (22.10).
| OCSVX | WCMFX | OCSVX / WCMFX | |
| Total Expense Ratio | 2.25 | 0.85 | 265% |
| Annual Report Gross Expense Ratio | 2.39 | 1.27 | 188% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -9.099 | -7.513 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 555M | 61.5M | 902% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | -13.80 | -16.44 | 84% |
| Returns for 3 years | -13.42 | 10.91 | -123% |
| Returns for 5 years | 22.10 | 41.69 | 53% |
| Returns for 10 years | -20.68 | N/A | - |
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