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OTIIX vs WCMLX
OTIIX vs WCMLX Comparison
Open Charts OTIIX vs WCMLX
T. Rowe Price Small-Cap Stock I
Price$54.77
Change-$1.02 (-1.83%)
VolumeN/A
Net Assets7.82B
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets40.71M
OTIIX vs WCMLX Comparison Chart
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OTIIX vs. WCMLX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 7.82B vs. WCMLX (40.7M). OTIIX pays higher dividends than WCMLX: OTIIX (0.61) 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 : -3.31 vs. OTIIX (-5.66). WCMLX return over 5 years is better than : 20.79 vs. OTIIX (17.14).
| 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 | -2.596 | -6.921 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.82B | 40.7M | 19,201% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | -5.66 | -3.31 | 171% |
| Returns for 3 years | 6.89 | 24.69 | 28% |
| Returns for 5 years | 17.14 | 20.79 | 82% |
| Returns for 10 years | N/A | N/A | - |
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