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OCSVX vs WCMJX
OCSVX vs WCMJX Comparison
Open Charts OCSVX vs WCMJX
Optimum Small-Mid Cap Value C
Price$10.99
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets604.6M
WCM SMID Quality Val Fd Investor
Price$11.45
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets60.68M
OCSVX vs WCMJX Comparison Chart in %
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OCSVX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
OCSVX has more cash in the bank: 605M vs. WCMJX (60.7M). OCSVX pays higher dividends than WCMJX: OCSVX (0.33) vs WCMJX (0.00). OCSVX was incepted earlier than WCMJX: OCSVX (22 years) vs WCMJX (6 years). OCSVX (2.33) is less costly to investors than WCMJX (1.70). OCSVX is a more actively managed with annual turnover of: 117.00 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 : -6.08 vs. WCMJX (-16.03). WCMJX return over 5 years is better than : 35.21 vs. OCSVX (21.36).
| OCSVX | WCMJX | OCSVX / WCMJX | |
| Total Expense Ratio | 2.24 | 1.15 | 195% |
| Annual Report Gross Expense Ratio | 2.33 | 1.70 | 137% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 1.103 | -2.207 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -16.03 | 38% |
| Returns for 3 years | 2.08 | 17.67 | 12% |
| Returns for 5 years | 21.36 | 35.21 | 61% |
| Returns for 10 years | 0.34 | N/A | - |
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