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OTIIX vs WCMLX
OTIIX vs WCMLX Comparison
Open Charts OTIIX vs WCMLX
T. Rowe Price Small-Cap Stock I
Price$51.94
Change-$0.12 (-0.23%)
VolumeN/A
Net Assets7.56B
WCM Small Cap Growth Institutional
Price$11.25
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets40.18M
OTIIX vs WCMLX Comparison Chart
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OTIIX vs. WCMLX commentary
Apr 27, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 7.56B vs. WCMLX (40.2M). 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). WCMLX annual gain was more profitable for investors over the last year : -7.84 vs. OTIIX (-9.30). WCMLX return over 5 years is better than : 28.47 vs. OTIIX (25.36).
| 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 | -7.416 | -12.286 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.56B | 40.2M | 18,803% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | -9.30 | -7.84 | 119% |
| Returns for 3 years | -8.03 | 0.98 | -816% |
| Returns for 5 years | 25.36 | 28.47 | 89% |
| Returns for 10 years | N/A | N/A | - |
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