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OCSVX vs WCMJX
OCSVX vs WCMJX Comparison
Open Charts OCSVX vs WCMJX
Optimum Small-Mid Cap Value C
Price$9.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets554.54M
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
OCSVX vs WCMJX Comparison Chart
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OCSVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OCSVX has more cash in the bank: 555M vs. WCMJX (61.5M). OCSVX pays higher dividends than WCMJX: OCSVX (0.38) vs WCMJX (0.00). OCSVX was incepted earlier than WCMJX: OCSVX (22 years) vs WCMJX (6 years). OCSVX (2.39) is less costly to investors than WCMJX (1.52). OCSVX is a more actively managed with annual turnover of: 26.00 vs. WCMJX (15.00). OCSVX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OCSVX annual gain was more profitable for investors over the last year : -13.80 vs. WCMJX (-16.82). WCMJX return over 5 years is better than : 39.31 vs. OCSVX (22.10).
| OCSVX | WCMJX | OCSVX / WCMJX | |
| Total Expense Ratio | 2.25 | 1.10 | 205% |
| Annual Report Gross Expense Ratio | 2.39 | 1.52 | 157% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -9.099 | -7.640 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -16.82 | 82% |
| Returns for 3 years | -13.42 | 9.79 | -137% |
| Returns for 5 years | 22.10 | 39.31 | 56% |
| Returns for 10 years | -20.68 | N/A | - |
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