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OTCFX vs WCMNX
OTCFX vs WCMNX Comparison
Open Charts OTCFX vs WCMNX
T. Rowe Price Small-Cap Stock
Price$53.62
Change+$0.92 (+1.75%)
VolumeN/A
Net Assets7.62B
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
OTCFX vs WCMNX Comparison Chart
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OTCFX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OTCFX has more cash in the bank: 7.62B vs. WCMNX (42.1M). OTCFX pays higher dividends than WCMNX: OTCFX (0.46) vs WCMNX (0.00). OTCFX was incepted earlier than WCMNX: OTCFX (69 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than OTCFX (0.90). WCMNX is a more actively managed with annual turnover of: 83.00 vs. OTCFX (58.70). 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 : -7.10 vs. OTCFX (-10.28). WCMNX return over 5 years is better than : 19.77 vs. OTCFX (18.62).
| 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 | 6 years | - |
| Gain YTD | -6.244 | -9.299 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -7.10 | 145% |
| Returns for 3 years | -0.37 | 14.99 | -2% |
| Returns for 5 years | 18.62 | 19.77 | 94% |
| Returns for 10 years | 17.84 | N/A | - |
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