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OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
T. Rowe Price Small-Cap Stock I
Price$66.06
Change-$0.96 (-1.43%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
OTIIX vs WCMNX Comparison Chart
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OTIIX vs. WCMNX commentary
Nov 18, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 9.36B vs. WCMNX (40.7M). 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). OTIIX annual gain was more profitable for investors over the last year : 24.18 vs. WCMNX (20.73). WCMNX return over 5 years is better than : 28.64 vs. OTIIX (24.80).
| 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 | 13.838 | 7.869 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 40.7M | 22,993% |
| Annual Yield % from dividends | 0.29 | 0.00 | - |
| Returns for 1 year | 24.18 | 20.73 | 117% |
| Returns for 3 years | -17.14 | -18.16 | 94% |
| Returns for 5 years | 24.80 | 28.64 | 87% |
| Returns for 10 years | N/A | N/A | - |
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