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OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
T. Rowe Price Small-Cap Stock I
Price$56.30
Change-$2.21 (-3.78%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
OTIIX vs WCMNX Comparison Chart
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OTIIX vs. WCMNX commentary
Dec 19, 2024
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: 8.9B vs. WCMNX (41.8M). OTIIX pays higher dividends than WCMNX: OTIIX (0.29) vs WCMNX (0.00). OTIIX was incepted earlier than WCMNX: OTIIX (9 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 : 10.72 vs. OTIIX (3.83). WCMNX return over 5 years is better than : 27.12 vs. OTIIX (13.42).
| OTIIX | WCMNX | OTIIX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 1.392 | 8.361 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.9B | 41.8M | 21,285% |
| Annual Yield % from dividends | 0.29 | 0.00 | - |
| Returns for 1 year | 3.83 | 10.72 | 36% |
| Returns for 3 years | -12.06 | -0.45 | 2,670% |
| Returns for 5 years | 13.42 | 27.12 | 49% |
| Returns for 10 years | N/A | N/A | - |
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