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OTIIX vs WCMLX
OTIIX vs WCMLX Comparison
Open Charts OTIIX vs WCMLX
T. Rowe Price Small-Cap Stock I
Price$53.98
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets7.76B
WCM Small Cap Growth Institutional
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets42.34M
OTIIX vs WCMLX Comparison Chart
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OTIIX vs. WCMLX commentary
May 23, 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: 7.76B vs. WCMLX (42.3M). OTIIX pays higher dividends than WCMLX: OTIIX (0.63) 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 : -5.25 vs. OTIIX (-8.42). OTIIX (19.53) and WCMLX (18.61) have equivalent 5 years return.
| 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 | -3.913 | -7.309 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.76B | 42.3M | 18,350% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | -8.42 | -5.25 | 161% |
| Returns for 3 years | 0.57 | 15.95 | 4% |
| Returns for 5 years | 19.53 | 18.61 | 105% |
| Returns for 10 years | N/A | N/A | - |
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