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OISGX vs WCMNX
OISGX vs WCMNX Comparison
Open Charts OISGX vs WCMNX
Optimum Small-Mid Cap Growth Instl
Price$14.03
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets701.91M
WCM Small Cap Growth Investor
Price$12.65
Change-$0.09 (-0.71%)
VolumeN/A
Net Assets43.66M
OISGX vs WCMNX Comparison Chart in %
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OISGX vs. WCMNX commentary
Aug 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 OISGX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OISGX has more cash in the bank: 702M vs. WCMNX (43.7M). OISGX (0.00) and WCMNX (0.00) have matching dividends . OISGX was incepted earlier than WCMNX: OISGX (22 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than OISGX (1.41). OISGX is a more actively managed with annual turnover of: 131.00 vs. WCMNX (83.00). OISGX has a lower initial minimum investment than WCMNX: OISGX (0) vs WCMNX (1000). OISGX annual gain was more profitable for investors over the last year : 6.77 vs. WCMNX (3.83). WCMNX return over 5 years is better than : 13.65 vs. OISGX (-17.37).
| OISGX | WCMNX | OISGX / WCMNX | |
| Total Expense Ratio | 1.24 | 1.24 | 100% |
| Annual Report Gross Expense Ratio | 1.41 | 2.04 | 69% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -1.267 | 0.394 | -321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 702M | 43.7M | 1,606% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.77 | 3.83 | 177% |
| Returns for 3 years | 6.05 | 12.74 | 47% |
| Returns for 5 years | -17.37 | 13.65 | -127% |
| Returns for 10 years | -12.53 | N/A | - |