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OTCFX vs WCMNX
OTCFX vs WCMNX Comparison
Open Charts OTCFX vs WCMNX
T. Rowe Price Small-Cap Stock
Price$50.59
Change-$3.15 (-5.86%)
VolumeN/A
Net Assets7.86B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
OTCFX vs WCMNX Comparison Chart
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OTCFX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OTCFX has more cash in the bank: 7.86B vs. WCMNX (41.6M). OTCFX pays higher dividends than WCMNX: OTCFX (0.45) vs WCMNX (0.00). OTCFX was incepted earlier than WCMNX: OTCFX (69 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than OTCFX (0.90). OTCFX is a more actively managed with annual turnover of: 58.70 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than OTCFX: WCMNX (1000) vs OTCFX (2500). OTCFX (-9.75) and WCMNX (-10.22) have marching annual gain over last year. WCMNX return over 5 years is better than : 60.98 vs. OTCFX (49.93).
| OTCFX | WCMNX | OTCFX / WCMNX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.90 | 2.11 | 43% |
| Fund Existence | 69 years | 5 years | - |
| Gain YTD | -4.394 | -9.299 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -10.22 | 95% |
| Returns for 3 years | -13.51 | -7.10 | 190% |
| Returns for 5 years | 49.93 | 60.98 | 82% |
| Returns for 10 years | 17.40 | N/A | - |
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