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OTIIX vs WCMLX
OTIIX vs WCMLX Comparison
Open Charts OTIIX vs WCMLX
T. Rowe Price Small-Cap Stock I
Price$57.36
Change+$0.36 (+0.63%)
VolumeN/A
Net Assets8.14B
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
OTIIX vs WCMLX Comparison Chart in %
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OTIIX vs. WCMLX commentary
Jul 07, 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 OTIIX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 8.14B vs. WCMLX (43M). OTIIX pays higher dividends than WCMLX: OTIIX (0.59) vs WCMLX (0.00). OTIIX was incepted earlier than WCMLX: OTIIX (10 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than OTIIX (0.77). WCMLX is a more actively managed with annual turnover of: 83.00 vs. OTIIX (58.70). WCMLX has a lower initial minimum investment than OTIIX: WCMLX (100000) vs OTIIX (500000). WCMLX annual gain was more profitable for investors over the last year : 2.91 vs. OTIIX (-1.15). WCMLX return over 5 years is better than : 21.91 vs. OTIIX (19.59).
| OTIIX | WCMLX | OTIIX / WCMLX | |
| Total Expense Ratio | 0.77 | 0.99 | 78% |
| Annual Report Gross Expense Ratio | 0.77 | 1.79 | 43% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 2.010 | -0.933 | -215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 43M | 18,933% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -1.15 | 2.91 | -39% |
| Returns for 3 years | 9.32 | 26.01 | 36% |
| Returns for 5 years | 19.59 | 21.91 | 89% |
| Returns for 10 years | N/A | N/A | - |
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