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OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
T. Rowe Price Small-Cap Stock I
Price$48.09
Change-$2.54 (-5.02%)
VolumeN/A
Net Assets7.02B
WCM Small Cap Growth Investor
Price$10.17
Change-$0.49 (-4.60%)
VolumeN/A
Net Assets36.73M
OTIIX vs WCMNX Comparison Chart
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OTIIX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 7.02B vs. WCMNX (36.7M). OTIIX pays higher dividends than WCMNX: OTIIX (0.62) vs WCMNX (0.00). OTIIX was incepted earlier than WCMNX: OTIIX (10 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than OTIIX (0.78). OTIIX is a more actively managed with annual turnover of: 58.70 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than OTIIX: WCMNX (1000) vs OTIIX (500000). OTIIX annual gain was more profitable for investors over the last year : -18.59 vs. WCMNX (-19.60). WCMNX return over 5 years is better than : 42.24 vs. OTIIX (34.64).
| OTIIX | WCMNX | OTIIX / WCMNX | |
| Total Expense Ratio | 0.78 | 1.24 | 63% |
| Annual Report Gross Expense Ratio | 0.78 | 2.11 | 37% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -14.476 | -19.858 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -19.60 | 95% |
| Returns for 3 years | -20.92 | -16.16 | 129% |
| Returns for 5 years | 34.64 | 42.24 | 82% |
| Returns for 10 years | N/A | N/A | - |
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