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OISVX vs WCMJX
OISVX vs WCMJX Comparison
Open Charts OISVX vs WCMJX
Optimum Small-Mid Cap Value Instl
Price$14.40
Change-$0.15 (-1.03%)
VolumeN/A
Net Assets599.35M
WCM SMID Quality Val Fd Investor
Price$11.16
Change-$0.18 (-1.59%)
VolumeN/A
Net Assets59.32M
OISVX vs WCMJX Comparison Chart in %
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OISVX vs. WCMJX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
OISVX has more cash in the bank: 599M vs. WCMJX (59.3M). 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 : -4.29 vs. WCMJX (-17.65). OISVX return over 5 years is better than : 40.85 vs. WCMJX (36.96).
| 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 | 1.323 | -3.735 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 59.3M | 1,010% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | -4.29 | -17.65 | 24% |
| Returns for 3 years | 19.01 | 22.20 | 86% |
| Returns for 5 years | 40.85 | 36.96 | 111% |
| Returns for 10 years | 27.85 | N/A | - |
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