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OISGX vs WCMNX
OISGX vs WCMNX Comparison
Open Charts OISGX vs WCMNX
Optimum Small-Mid Cap Growth Instl
Price$15.23
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets735.02M
WCM Small Cap Growth Investor
Price$13.74
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets43.69M
OISGX vs WCMNX Comparison Chart in %
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OISGX vs. WCMNX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
OISGX has more cash in the bank: 735M 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 (1.29). 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 : 7.59 vs. WCMNX (4.48). WCMNX return over 5 years is better than : 11.17 vs. OISGX (-20.15).
| OISGX | WCMNX | OISGX / WCMNX | |
| Total Expense Ratio | 1.19 | 1.24 | 96% |
| Annual Report Gross Expense Ratio | 1.29 | 2.04 | 63% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 5.700 | 6.698 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 43.7M | 1,682% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.59 | 4.48 | 170% |
| Returns for 3 years | 25.06 | 34.06 | 74% |
| Returns for 5 years | -20.15 | 11.17 | -180% |
| Returns for 10 years | -0.07 | N/A | - |