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OTCFX vs WCMLX
OTCFX vs WCMLX Comparison
Open Charts OTCFX vs WCMLX
T. Rowe Price Small-Cap Stock
Price$50.59
Change-$3.15 (-5.86%)
VolumeN/A
Net Assets7.86B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
OTCFX vs WCMLX Comparison Chart
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OTCFX vs. WCMLX commentary
Apr 05, 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 OTCFX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OTCFX has more cash in the bank: 7.86B vs. WCMLX (41.6M). OTCFX pays higher dividends than WCMLX: OTCFX (0.45) vs WCMLX (0.00). OTCFX was incepted earlier than WCMLX: OTCFX (69 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than OTCFX (0.90). OTCFX is a more actively managed with annual turnover of: 58.70 vs. WCMLX (48.00). OTCFX has a lower initial minimum investment than WCMLX: OTCFX (2500) vs WCMLX (100000). OTCFX (-9.75) and WCMLX (-9.95) have marching annual gain over last year. WCMLX return over 5 years is better than : 62.99 vs. OTCFX (49.93).
| OTCFX | WCMLX | OTCFX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.90 | 1.86 | 48% |
| Fund Existence | 69 years | 5 years | - |
| Gain YTD | -4.394 | -9.253 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.86B | 41.6M | 18,885% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | -9.75 | -9.95 | 98% |
| Returns for 3 years | -13.51 | -6.42 | 211% |
| Returns for 5 years | 49.93 | 62.99 | 79% |
| Returns for 10 years | 17.40 | N/A | - |
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