Ad is loading...
OTCFX vs WCMLX
OTCFX vs WCMLX Comparison
Open Charts OTCFX vs WCMLX
T. Rowe Price Small-Cap Stock
Price$53.62
Change+$0.92 (+1.75%)
VolumeN/A
Net Assets7.62B
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
OTCFX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OTCFX vs. WCMLX commentary
May 09, 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: 7.62B vs. WCMLX (42.1M). OTCFX pays higher dividends than WCMLX: OTCFX (0.46) vs WCMLX (0.00). OTCFX was incepted earlier than WCMLX: OTCFX (69 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than OTCFX (0.90). WCMLX is a more actively managed with annual turnover of: 83.00 vs. OTCFX (58.70). OTCFX has a lower initial minimum investment than WCMLX: OTCFX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -6.86 vs. OTCFX (-10.28). WCMLX return over 5 years is better than : 21.31 vs. OTCFX (18.62).
| 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 | 6 years | - |
| Gain YTD | -6.244 | -9.253 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.62B | 42.1M | 18,102% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | -10.28 | -6.86 | 150% |
| Returns for 3 years | -0.37 | 15.89 | -2% |
| Returns for 5 years | 18.62 | 21.31 | 87% |
| Returns for 10 years | 17.84 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers