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OISVX vs WCMJX
OISVX vs WCMJX Comparison
Open Charts OISVX vs WCMJX
Optimum Small-Mid Cap Value Instl
Price$14.25
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets584.33M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
OISVX vs WCMJX Comparison Chart in %
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OISVX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
OISVX has more cash in the bank: 584M vs. WCMJX (21.8M). OISVX pays higher dividends than WCMJX: OISVX (0.94) vs WCMJX (0.00). OISVX was incepted earlier than WCMJX: OISVX (22 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than OISVX (1.33). OISVX is a more actively managed with annual turnover of: 117.00 vs. WCMJX (15.00). OISVX has a lower initial minimum investment than WCMJX: OISVX (0) vs WCMJX (1000). OISVX annual gain was more profitable for investors over the last year : -9.62 vs. WCMJX (-21.05). OISVX return over 5 years is better than : 26.63 vs. WCMJX (21.44).
| OISVX | WCMJX | OISVX / WCMJX | |
| Total Expense Ratio | 1.24 | 1.15 | 108% |
| Annual Report Gross Expense Ratio | 1.33 | 1.70 | 78% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -0.766 | -5.772 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -21.05 | 46% |
| Returns for 3 years | 8.88 | 15.26 | 58% |
| Returns for 5 years | 26.63 | 21.44 | 124% |
| Returns for 10 years | 17.41 | N/A | - |
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