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OISVX vs WCMJX
OISVX vs WCMJX Comparison
Open Charts OISVX vs WCMJX
Optimum Small-Mid Cap Value Instl
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets609.76M
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets61.29M
OISVX vs WCMJX Comparison Chart in %
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OISVX vs. WCMJX commentary
Sep 06, 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 Buy and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
OISVX has more cash in the bank: 610M vs. WCMJX (61.3M). 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 : 0.57 vs. WCMJX (-13.22). OISVX return over 5 years is better than : 34.55 vs. WCMJX (31.60).
| 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 | 2.855 | -1.358 | -210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 61.3M | 995% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | 0.57 | -13.22 | -4% |
| Returns for 3 years | 9.85 | 18.57 | 53% |
| Returns for 5 years | 34.55 | 31.60 | 109% |
| Returns for 10 years | 22.53 | N/A | - |
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