OPOCX
Price
$80.09
Change
-$3.02 (-3.63%)
Updated
Apr 10 closing price
Net Assets
4.29B
WCMNX
Price
$10.48
Change
-$0.45 (-4.12%)
Updated
Apr 10 closing price
Net Assets
39.93M
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OPOCX vs WCMNX

Header iconOPOCX vs WCMNX Comparison
Open Charts OPOCX vs WCMNXBanner chart's image
Invesco Discovery A
Price$80.09
Change-$3.02 (-3.63%)
VolumeN/A
Net Assets4.29B
WCM Small Cap Growth Investor
Price$10.48
Change-$0.45 (-4.12%)
VolumeN/A
Net Assets39.93M
OPOCX vs WCMNX Comparison Chart
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OPOCX vs. WCMNX 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 WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OPOCX has more cash in the bank: 4.3B vs. WCMNX (39.9M). OPOCX (0.00) and WCMNX (0.00) have matching dividends . OPOCX was incepted earlier than WCMNX: OPOCX (39 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than OPOCX (1.03). OPOCX is a more actively managed with annual turnover of: 86.00 vs. WCMNX (48.00). OPOCX (1000) and WCMNX (1000) have matching initial minimum investment requirements. OPOCX annual gain was more profitable for investors over the last year : -9.86 vs. WCMNX (-13.46). WCMNX return over 5 years is better than : 28.29 vs. OPOCX (15.19).
OPOCXWCMNXOPOCX / WCMNX
Total Expense Ratio1.031.2483%
Annual Report Gross Expense Ratio1.032.1149%
Fund Existence39 years5 years-
Gain YTD-13.804-13.869100%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets4.3B39.9M10,764%
Annual Yield % from dividends0.000.00-
Returns for 1 year-9.86-13.4673%
Returns for 3 years0.13-6.18-2%
Returns for 5 years15.1928.2954%
Returns for 10 years8.06N/A-
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