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OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
T. Rowe Price Small-Cap Stock I
Price$54.77
Change-$1.02 (-1.83%)
VolumeN/A
Net Assets7.82B
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets40.71M
OTIIX vs WCMNX Comparison Chart
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OTIIX vs. WCMNX commentary
Jun 16, 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: 7.82B vs. WCMNX (40.7M). OTIIX pays higher dividends than WCMNX: OTIIX (0.61) 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 : -3.59 vs. OTIIX (-5.66). WCMNX return over 5 years is better than : 19.31 vs. OTIIX (17.14).
| OTIIX | WCMNX | OTIIX / WCMNX | |
| Total Expense Ratio | 0.77 | 1.24 | 62% |
| Annual Report Gross Expense Ratio | 0.77 | 2.04 | 38% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -2.596 | -7.013 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.82B | 40.7M | 19,201% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | -5.66 | -3.59 | 157% |
| Returns for 3 years | 6.89 | 23.69 | 29% |
| Returns for 5 years | 17.14 | 19.31 | 89% |
| Returns for 10 years | N/A | N/A | - |
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