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OISVX vs WCMFX
OISVX vs WCMFX Comparison
Open Charts OISVX vs WCMFX
Optimum Small-Mid Cap Value Instl
Price$13.88
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets567.92M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
OISVX vs WCMFX Comparison Chart in %
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OISVX vs. WCMFX commentary
Nov 20, 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 OISVX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
OISVX has more cash in the bank: 568M vs. WCMFX (5.92M). OISVX pays higher dividends than WCMFX: OISVX (0.96) vs WCMFX (0.00). OISVX was incepted earlier than WCMFX: OISVX (22 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than OISVX (1.33). OISVX is a more actively managed with annual turnover of: 117.00 vs. WCMFX (15.00). OISVX has a lower initial minimum investment than WCMFX: OISVX (0) vs WCMFX (100000). OISVX annual gain was more profitable for investors over the last year : -13.17 vs. WCMFX (-76.28). OISVX return over 5 years is better than : 12.59 vs. WCMFX (-65.29).
| OISVX | WCMFX | OISVX / WCMFX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.33 | 1.45 | 92% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -3.343 | -71.870 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 5.92M | 9,588% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | -13.17 | -76.28 | 17% |
| Returns for 3 years | -1.66 | -67.31 | 2% |
| Returns for 5 years | 12.59 | -65.29 | -19% |
| Returns for 10 years | 13.75 | N/A | - |
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