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OTIIX vs WCMLX
OTIIX vs WCMLX Comparison
Open Charts OTIIX vs WCMLX
T. Rowe Price Small-Cap Stock I
Price$66.06
Change-$0.96 (-1.43%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
OTIIX vs WCMLX Comparison Chart
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OTIIX vs. WCMLX commentary
Nov 18, 2024
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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 9.36B vs. WCMLX (40.7M). OTIIX pays higher dividends than WCMLX: OTIIX (0.29) vs WCMLX (0.00). OTIIX was incepted earlier than WCMLX: OTIIX (9 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). OTIIX annual gain was more profitable for investors over the last year : 24.18 vs. WCMLX (20.96). WCMLX return over 5 years is better than : 30.30 vs. OTIIX (24.80).
| OTIIX | WCMLX | OTIIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 13.838 | 8.110 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 40.7M | 22,993% |
| Annual Yield % from dividends | 0.29 | 0.00 | - |
| Returns for 1 year | 24.18 | 20.96 | 115% |
| Returns for 3 years | -17.14 | -17.51 | 98% |
| Returns for 5 years | 24.80 | 30.30 | 82% |
| Returns for 10 years | N/A | N/A | - |
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