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OBSIX vs WCMLX
OBSIX vs WCMLX Comparison
Open Charts OBSIX vs WCMLX
Oberweis Small-Cap Opportunities Instl
Price$28.87
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets1.66B
WCM Small Cap Growth Institutional
Price$13.77
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets44.82M
OBSIX vs WCMLX Comparison Chart in %
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OBSIX vs. WCMLX commentary
Sep 30, 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 Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.66B vs. WCMLX (44.8M). 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). OBSIX annual gain was more profitable for investors over the last year : 6.61 vs. WCMLX (3.78). OBSIX return over 5 years is better than : 94.02 vs. WCMLX (21.70).
| 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 | 10.486 | 6.843 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 44.8M | 3,705% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.61 | 3.78 | 175% |
| Returns for 3 years | 65.44 | 38.79 | 169% |
| Returns for 5 years | 94.02 | 21.70 | 433% |
| Returns for 10 years | N/A | N/A | - |
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