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OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
T. Rowe Price Small-Cap Stock I
Price$56.44
Change-$1.46 (-2.52%)
VolumeN/A
Net Assets8.35B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
OTIIX vs WCMNX Comparison Chart
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OTIIX vs. WCMNX commentary
Feb 23, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 8.35B vs. WCMNX (40.2M). OTIIX pays higher dividends than WCMNX: OTIIX (0.29) vs WCMNX (0.00). OTIIX was incepted earlier than WCMNX: OTIIX (10 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. OTIIX (28.20). 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 : -1.65 vs. OTIIX (-3.92). WCMNX return over 5 years is better than : 13.84 vs. OTIIX (6.84).
| OTIIX | WCMNX | OTIIX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 0.373 | -1.497 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 40.2M | 20,769% |
| Annual Yield % from dividends | 0.29 | 0.00 | - |
| Returns for 1 year | -3.92 | -1.65 | 237% |
| Returns for 3 years | -6.63 | 6.38 | -104% |
| Returns for 5 years | 6.84 | 13.84 | 49% |
| Returns for 10 years | N/A | N/A | - |
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