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OCSVX vs WCMJX
OCSVX vs WCMJX Comparison
Open Charts OCSVX vs WCMJX
Optimum Small-Mid Cap Value C
Price$10.82
Change-$0.12 (-1.10%)
VolumeN/A
Net Assets597.07M
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.13 (-1.15%)
VolumeN/A
Net Assets22.17M
OCSVX vs WCMJX Comparison Chart in %
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OCSVX vs. WCMJX commentary
Oct 10, 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 Hold.
FUNDAMENTALS
Fundamentals
OCSVX has more cash in the bank: 597M vs. WCMJX (22.2M). 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 : -8.78 vs. WCMJX (-18.61). WCMJX return over 5 years is better than : 24.23 vs. OCSVX (13.41).
| 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 | -0.551 | -4.244 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 22.2M | 2,689% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | -8.78 | -18.61 | 47% |
| Returns for 3 years | 6.73 | 20.00 | 34% |
| Returns for 5 years | 13.41 | 24.23 | 55% |
| Returns for 10 years | -3.48 | N/A | - |
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