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OTIIX vs WCMLX
OTIIX vs WCMLX Comparison
Open Charts OTIIX vs WCMLX
T. Rowe Price Small-Cap Stock I
Price$58.18
Change-$0.15 (-0.26%)
VolumeN/A
Net Assets8.19B
WCM Small Cap Growth Institutional
Price$13.18
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets44.09M
OTIIX vs WCMLX Comparison Chart in %
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OTIIX vs. WCMLX commentary
Aug 17, 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: 8.19B vs. WCMLX (44.1M). 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 : 3.13 vs. OTIIX (-4.07). WCMLX return over 5 years is better than : 17.47 vs. OTIIX (10.64).
| 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 | 3.468 | 2.488 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 44.1M | 18,578% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -4.07 | 3.13 | -130% |
| Returns for 3 years | -3.10 | 9.38 | -33% |
| Returns for 5 years | 10.64 | 17.47 | 61% |
| Returns for 10 years | N/A | N/A | - |
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