OISVX
Price
$14.28
Change
-$0.11 (-0.76%)
Updated
Aug 15 closing price
Net Assets
593.36M
WCMJX
Price
$11.50
Change
-$0.05 (-0.43%)
Updated
Aug 15 closing price
Net Assets
61.7M
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OISVX vs WCMJX

Header iconOISVX vs WCMJX Comparison
Open Charts OISVX vs WCMJXBanner chart's image
Optimum Small-Mid Cap Value Instl
Price$14.28
Change-$0.11 (-0.76%)
VolumeN/A
Net Assets593.36M
WCM SMID Quality Val Fd Investor
Price$11.50
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets61.7M
OISVX vs WCMJX Comparison Chart in %
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OISVX vs. WCMJX 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 WCMJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OISVX has more cash in the bank: 593M vs. WCMJX (61.7M). OISVX pays higher dividends than WCMJX: OISVX (0.97) 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 (1.39). 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 : -1.91 vs. WCMJX (-15.01). OISVX return over 5 years is better than : 28.97 vs. WCMJX (26.09).
OISVXWCMJXOISVX / WCMJX
Total Expense Ratio1.251.15109%
Annual Report Gross Expense Ratio1.391.7082%
Fund Existence22 years6 years-
Gain YTD-0.557-1.95229%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets593M61.7M961%
Annual Yield % from dividends0.970.00-
Returns for 1 year-1.91-15.0113%
Returns for 3 years-4.213.96-106%
Returns for 5 years28.9726.09111%
Returns for 10 years14.27N/A-
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