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OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
OTIIX vs WCMNX Comparison Chart in %
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OTIIX vs. WCMNX commentary
Sep 13, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 8.31B vs. WCMNX (47.2M). OTIIX pays higher dividends than WCMNX: OTIIX (0.03) vs WCMNX (0.00). OTIIX was incepted earlier than WCMNX: OTIIX (11 years) vs WCMNX (7 years). WCMNX (2.04) is less costly to investors than OTIIX (0.77). WCMNX is a more actively managed with annual turnover of: 89.00 vs. OTIIX (78.10). 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 : 4.72 vs. WCMNX (2.55). WCMNX return over 5 years is better than : -8.65 vs. OTIIX (-12.92).
| OTIIX | WCMNX | OTIIX / WCMNX | |
| Total Expense Ratio | 0.77 | 1.24 | 62% |
| Annual Report Gross Expense Ratio | 0.77 | 2.04 | 38% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 10.870 | 3.690 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.31B | 47.2M | 17,595% |
| Annual Yield % from dividends | 0.03 | 0.00 | - |
| Returns for 1 year | 4.72 | 2.55 | 185% |
| Returns for 3 years | 16.73 | 22.49 | 74% |
| Returns for 5 years | -12.92 | -8.65 | 149% |
| Returns for 10 years | 53.35 | N/A | - |
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