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OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
T. Rowe Price Small-Cap Stock I
Price$57.36
Change+$0.36 (+0.63%)
VolumeN/A
Net Assets8.14B
WCM Small Cap Growth Investor
Price$12.56
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets42.98M
OTIIX vs WCMNX Comparison Chart in %
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OTIIX vs. WCMNX commentary
Jul 07, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 8.14B vs. WCMNX (43M). 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 : 2.70 vs. OTIIX (-1.15). WCMNX (20.31) and OTIIX (19.59) have equivalent 5 years return.
| 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 | 2.010 | -1.024 | -196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.14B | 43M | 18,933% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -1.15 | 2.70 | -42% |
| Returns for 3 years | 9.32 | 25.10 | 37% |
| Returns for 5 years | 19.59 | 20.31 | 96% |
| Returns for 10 years | N/A | N/A | - |
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