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OISGX vs WCMLX
OISGX vs WCMLX Comparison
Open Charts OISGX vs WCMLX
Optimum Small-Mid Cap Growth Instl
Price$15.02
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets738.28M
WCM Small Cap Growth Institutional
Price$13.82
Change+$0.14 (+1.02%)
VolumeN/A
Net Assets44.71M
OISGX vs WCMLX Comparison Chart in %
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OISGX vs. WCMLX commentary
Sep 16, 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 OISGX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
OISGX has more cash in the bank: 738M vs. WCMLX (44.7M). OISGX (0.00) and WCMLX (0.00) have matching dividends . OISGX was incepted earlier than WCMLX: OISGX (22 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than OISGX (1.29). OISGX is a more actively managed with annual turnover of: 131.00 vs. WCMLX (83.00). OISGX has a lower initial minimum investment than WCMLX: OISGX (0) vs WCMLX (100000). OISGX annual gain was more profitable for investors over the last year : 10.57 vs. WCMLX (5.64). WCMLX return over 5 years is better than : 20.11 vs. OISGX (-9.72).
| OISGX | WCMLX | OISGX / WCMLX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.29 | 1.79 | 72% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 5.278 | 6.376 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 738M | 44.7M | 1,651% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.57 | 5.64 | 187% |
| Returns for 3 years | 16.06 | 28.09 | 57% |
| Returns for 5 years | -9.72 | 20.11 | -48% |
| Returns for 10 years | -2.48 | N/A | - |
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