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OTIIX vs WCMLX
OTIIX vs WCMLX Comparison
Open Charts OTIIX vs WCMLX
OTIIX vs WCMLX Comparison Chart in %
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OTIIX vs. WCMLX commentary
Jul 14, 2026
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: 8.96B vs. WCMLX (54.2M). OTIIX pays higher dividends than WCMLX: OTIIX (0.03) vs WCMLX (0.00). OTIIX was incepted earlier than WCMLX: OTIIX (11 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than OTIIX (0.77). WCMLX is a more actively managed with annual turnover of: 89.00 vs. OTIIX (78.10). 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 : 22.61 vs. OTIIX (16.43). WCMLX return over 5 years is better than : 3.79 vs. OTIIX (-6.43).
| OTIIX | WCMLX | OTIIX / WCMLX | |
| Total Expense Ratio | 0.77 | 0.99 | 78% |
| Annual Report Gross Expense Ratio | 0.77 | 1.79 | 43% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 16.567 | 13.517 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 54.2M | 16,535% |
| Annual Yield % from dividends | 0.03 | 0.00 | - |
| Returns for 1 year | 16.43 | 22.61 | 73% |
| Returns for 3 years | 17.90 | 28.03 | 64% |
| Returns for 5 years | -6.43 | 3.79 | -170% |
| Returns for 10 years | 61.31 | N/A | - |
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