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OISVX vs WCMFX
OISVX vs WCMFX Comparison
Open Charts OISVX vs WCMFX
Optimum Small-Mid Cap Value Instl
Price$14.28
Change-$0.11 (-0.76%)
VolumeN/A
Net Assets593.36M
WCM SMID Quality Val Fd Institutional
Price$11.71
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets61.41M
OISVX vs WCMFX Comparison Chart in %
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OISVX vs. WCMFX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OISVX has more cash in the bank: 593M vs. WCMFX (61.4M). OISVX pays higher dividends than WCMFX: OISVX (0.97) vs WCMFX (0.00). OISVX was incepted earlier than WCMFX: OISVX (22 years) vs WCMFX (6 years). WCMFX (1.45) and OISVX (1.39) have similar cost to investors . 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 : -1.91 vs. WCMFX (-15.02). OISVX return over 5 years is better than : 28.97 vs. WCMFX (27.42).
| OISVX | WCMFX | OISVX / WCMFX | |
| Total Expense Ratio | 1.25 | 0.90 | 139% |
| Annual Report Gross Expense Ratio | 1.39 | 1.45 | 96% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -0.557 | -2.254 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 61.4M | 966% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | -1.91 | -15.02 | 13% |
| Returns for 3 years | -4.21 | 4.46 | -94% |
| Returns for 5 years | 28.97 | 27.42 | 106% |
| Returns for 10 years | 14.27 | N/A | - |
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