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OTIIX vs WCMLX
OTIIX vs WCMLX Comparison
Open Charts OTIIX vs WCMLX
T. Rowe Price Small-Cap Stock I
Price$48.09
Change-$2.54 (-5.02%)
VolumeN/A
Net Assets7.02B
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
OTIIX vs WCMLX Comparison Chart
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OTIIX vs. WCMLX commentary
Apr 06, 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 Hold.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 7.02B vs. WCMLX (36.7M). OTIIX pays higher dividends than WCMLX: OTIIX (0.62) vs WCMLX (0.00). OTIIX was incepted earlier than WCMLX: OTIIX (10 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than OTIIX (0.78). OTIIX is a more actively managed with annual turnover of: 58.70 vs. WCMLX (48.00). WCMLX has a lower initial minimum investment than OTIIX: WCMLX (100000) vs OTIIX (500000). OTIIX (-18.59) and WCMLX (-19.39) have marching annual gain over last year. WCMLX return over 5 years is better than : 43.99 vs. OTIIX (34.64).
| OTIIX | WCMLX | OTIIX / WCMLX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.78 | 1.86 | 42% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -14.476 | -19.829 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.02B | 36.7M | 19,114% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | -18.59 | -19.39 | 96% |
| Returns for 3 years | -20.92 | -15.56 | 134% |
| Returns for 5 years | 34.64 | 43.99 | 79% |
| Returns for 10 years | N/A | N/A | - |
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