OTIIX
Price
$56.44
Change
-$1.46 (-2.52%)
Updated
Feb 21 closing price
Net Assets
8.35B
WCMLX
Price
$12.67
Change
-$0.41 (-3.13%)
Updated
Feb 21 closing price
Net Assets
40.21M
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OTIIX vs WCMLX

Header iconOTIIX vs WCMLX Comparison
Open Charts OTIIX vs WCMLXBanner chart's image
T. Rowe Price Small-Cap Stock I
Price$56.44
Change-$1.46 (-2.52%)
VolumeN/A
Net Assets8.35B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
OTIIX vs WCMLX Comparison Chart
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OTIIX vs. WCMLX commentary
Feb 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 Hold and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 8.35B vs. WCMLX (40.2M). OTIIX pays higher dividends than WCMLX: OTIIX (0.29) vs WCMLX (0.00). OTIIX was incepted earlier than WCMLX: OTIIX (10 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. OTIIX (28.20). 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 : -1.40 vs. OTIIX (-3.92). WCMLX return over 5 years is better than : 15.29 vs. OTIIX (6.84).
OTIIXWCMLXOTIIX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years5 years-
Gain YTD0.373-1.477-25%
Front LoadN/AN/A-
Min. Initial Investment500000100000500%
Min. Initial Investment IRAN/AN/A-
Net Assets8.35B40.2M20,769%
Annual Yield % from dividends0.290.00-
Returns for 1 year-3.92-1.40280%
Returns for 3 years-6.637.19-92%
Returns for 5 years6.8415.2945%
Returns for 10 yearsN/AN/A-
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