Interact to see
Advertisement
Advertisement
OBSIX vs WCMLX
OBSIX vs WCMLX Comparison
Open Charts OBSIX vs WCMLX
Oberweis Small-Cap Opportunities Instl
Price$25.01
Change-$0.48 (-1.88%)
VolumeN/A
Net Assets1.47B
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets41.48M
OBSIX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OBSIX vs. WCMLX commentary
Jun 14, 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 OBSIX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.47B vs. WCMLX (41.5M). OBSIX (0.00) and WCMLX (0.00) have matching dividends . OBSIX was incepted earlier than WCMLX: OBSIX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than OBSIX (1.01). WCMLX is a more actively managed with annual turnover of: 83.00 vs. OBSIX (61.00). WCMLX has a lower initial minimum investment than OBSIX: WCMLX (100000) vs OBSIX (1000000). WCMLX annual gain was more profitable for investors over the last year : -1.53 vs. OBSIX (-2.86). OBSIX return over 5 years is better than : 98.21 vs. WCMLX (23.01).
| OBSIX | WCMLX | OBSIX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.01 | 1.79 | 56% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -2.449 | -5.210 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 41.5M | 3,552% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.86 | -1.53 | 186% |
| Returns for 3 years | 49.15 | 26.98 | 182% |
| Returns for 5 years | 98.21 | 23.01 | 427% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers