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OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
T. Rowe Price Small-Cap Stock I
Price$58.18
Change-$0.15 (-0.26%)
VolumeN/A
Net Assets8.19B
WCM Small Cap Growth Investor
Price$12.99
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets44.09M
OTIIX vs WCMNX Comparison Chart in %
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OTIIX vs. WCMNX commentary
Aug 17, 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: 8.19B vs. WCMNX (44.1M). OTIIX pays higher dividends than WCMNX: OTIIX (0.59) 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 : 2.93 vs. OTIIX (-4.07). WCMNX return over 5 years is better than : 15.98 vs. OTIIX (10.64).
| 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 | 3.468 | 2.364 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 44.1M | 18,578% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -4.07 | 2.93 | -139% |
| Returns for 3 years | -3.10 | 8.52 | -36% |
| Returns for 5 years | 10.64 | 15.98 | 67% |
| Returns for 10 years | N/A | N/A | - |
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