OPOCX
Price
$80.09
Change
-$3.02 (-3.63%)
Updated
Apr 10 closing price
Net Assets
4.29B
WCMLX
Price
$10.62
Change
-$0.46 (-4.15%)
Updated
Apr 10 closing price
Net Assets
39.93M
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OPOCX vs WCMLX

Header iconOPOCX vs WCMLX Comparison
Open Charts OPOCX vs WCMLXBanner chart's image
Invesco Discovery A
Price$80.09
Change-$3.02 (-3.63%)
VolumeN/A
Net Assets4.29B
WCM Small Cap Growth Institutional
Price$10.62
Change-$0.46 (-4.15%)
VolumeN/A
Net Assets39.93M
OPOCX vs WCMLX Comparison Chart
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OPOCX vs. WCMLX commentary
Apr 11, 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 OPOCX is a Buy and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OPOCX has more cash in the bank: 4.3B vs. WCMLX (39.9M). OPOCX (0.00) and WCMLX (0.00) have matching dividends . OPOCX was incepted earlier than WCMLX: OPOCX (39 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than OPOCX (1.03). OPOCX is a more actively managed with annual turnover of: 86.00 vs. WCMLX (48.00). OPOCX has a lower initial minimum investment than WCMLX: OPOCX (1000) vs WCMLX (100000). OPOCX annual gain was more profitable for investors over the last year : -9.86 vs. WCMLX (-13.23). WCMLX return over 5 years is better than : 29.89 vs. OPOCX (15.19).
OPOCXWCMLXOPOCX / WCMLX
Total Expense Ratio1.030.99104%
Annual Report Gross Expense Ratio1.031.8655%
Fund Existence39 years5 years-
Gain YTD-13.804-13.841100%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets4.3B39.9M10,764%
Annual Yield % from dividends0.000.00-
Returns for 1 year-9.86-13.2374%
Returns for 3 years0.13-5.46-2%
Returns for 5 years15.1929.8951%
Returns for 10 years8.06N/A-
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