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OISGX vs WCMNX
OISGX vs WCMNX Comparison
Open Charts OISGX vs WCMNX
Optimum Small-Mid Cap Growth Instl
Price$15.07
Change+$0.19 (+1.28%)
VolumeN/A
Net Assets778.18M
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
OISGX vs WCMNX Comparison Chart
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OISGX vs. WCMNX commentary
Jan 31, 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: 778M vs. WCMNX (42.3M). OISGX (0.00) and WCMNX (0.00) have matching dividends . OISGX was incepted earlier than WCMNX: OISGX (22 years) vs WCMNX (5 years). OISGX is a more actively managed with annual turnover of: 114.00 vs. WCMNX (48.00). 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 : 21.63 vs. WCMNX (10.48). WCMNX return over 5 years is better than : 27.04 vs. OISGX (4.51).
| OISGX | WCMNX | OISGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 6.052 | 5.516 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 42.3M | 1,839% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 21.63 | 10.48 | 206% |
| Returns for 3 years | 4.80 | 9.48 | 51% |
| Returns for 5 years | 4.51 | 27.04 | 17% |
| Returns for 10 years | -1.31 | N/A | - |
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