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OTCFX vs WCMNX
OTCFX vs WCMNX Comparison
Open Charts OTCFX vs WCMNX
T. Rowe Price Small-Cap Stock
Price$58.49
Change-$0.65 (-1.10%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.22
Change-$0.14 (-1.05%)
VolumeN/A
CapitalizationN/A
OTCFX vs WCMNX Comparison Chart
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OTCFX vs. WCMNX commentary
Dec 18, 2024
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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OTCFX has more cash in the bank: 9B vs. WCMNX (42.3M). OTCFX pays higher dividends than WCMNX: OTCFX (0.20) vs WCMNX (0.00). OTCFX was incepted earlier than WCMNX: OTCFX (69 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. OTCFX (28.20). WCMNX has a lower initial minimum investment than OTCFX: WCMNX (1000) vs OTCFX (2500). WCMNX annual gain was more profitable for investors over the last year : 10.72 vs. OTCFX (3.69). WCMNX return over 5 years is better than : 27.12 vs. OTCFX (12.96).
| OTCFX | WCMNX | OTCFX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 69 years | 5 years | - |
| Gain YTD | 1.255 | 8.361 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9B | 42.3M | 21,274% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | 3.69 | 10.72 | 34% |
| Returns for 3 years | -12.42 | -0.45 | 2,749% |
| Returns for 5 years | 12.96 | 27.12 | 48% |
| Returns for 10 years | 34.09 | N/A | - |
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