OTIIX
Price
$57.36
Change
+$0.36 (+0.63%)
Updated
Jul 3 closing price
Net Assets
8.14B
WCMNX
Price
$12.56
Change
+$0.12 (+0.96%)
Updated
Jul 3 closing price
Net Assets
42.98M
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OTIIX vs WCMNX

Header iconOTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNXBanner chart's image
T. Rowe Price Small-Cap Stock I
Price$57.36
Change+$0.36 (+0.63%)
VolumeN/A
Net Assets8.14B
WCM Small Cap Growth Investor
Price$12.56
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets42.98M
OTIIX vs WCMNX Comparison Chart in %
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OTIIX vs. WCMNX commentary
Jul 07, 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 WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 8.14B vs. WCMNX (43M). OTIIX pays higher dividends than WCMNX: OTIIX (0.59) vs WCMNX (0.00). OTIIX was incepted earlier than WCMNX: OTIIX (10 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than OTIIX (0.77). WCMNX is a more actively managed with annual turnover of: 83.00 vs. OTIIX (58.70). WCMNX has a lower initial minimum investment than OTIIX: WCMNX (1000) vs OTIIX (500000). WCMNX annual gain was more profitable for investors over the last year : 2.70 vs. OTIIX (-1.15). WCMNX (20.31) and OTIIX (19.59) have equivalent 5 years return.
OTIIXWCMNXOTIIX / WCMNX
Total Expense Ratio0.771.2462%
Annual Report Gross Expense Ratio0.772.0438%
Fund Existence10 years6 years-
Gain YTD2.010-1.024-196%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets8.14B43M18,933%
Annual Yield % from dividends0.590.00-
Returns for 1 year-1.152.70-42%
Returns for 3 years9.3225.1037%
Returns for 5 years19.5920.3196%
Returns for 10 yearsN/AN/A-
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