Interact to see
Advertisement
Advertisement
OISVX vs WCMFX
OISVX vs WCMFX Comparison
Open Charts OISVX vs WCMFX
Optimum Small-Mid Cap Value Instl
Price$14.25
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets584.33M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
OISVX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OISVX vs. WCMFX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
OISVX has more cash in the bank: 584M vs. WCMFX (21.8M). OISVX pays higher dividends than WCMFX: OISVX (0.94) 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 : -9.62 vs. WCMFX (-20.62). OISVX return over 5 years is better than : 26.63 vs. WCMFX (23.45).
| 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 | -0.766 | -5.509 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 21.8M | 2,679% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | -9.62 | -20.62 | 47% |
| Returns for 3 years | 8.88 | 16.46 | 54% |
| Returns for 5 years | 26.63 | 23.45 | 114% |
| Returns for 10 years | 17.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDN | 277.66 | 0.79 | +0.29% |
| First Trust Dow Jones Internet ETF | |||
| YFYA | 9.88 | 0.01 | +0.05% |
| Yields for You Strategy A ETF | |||
| YYY | 11.66 | -0.03 | -0.26% |
| Amplify CEF High Income ETF | |||
| LALT | 22.93 | -0.06 | -0.28% |
| First Trust Multi-Strat Alt ETF | |||
| FPXI | 60.29 | -0.89 | -1.45% |
| First Trust International Eq Opps ETF | |||