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OBSIX vs WCMLX
OBSIX vs WCMLX Comparison
Open Charts OBSIX vs WCMLX
Oberweis Small-Cap Opportunities Instl
Price$21.14
Change-$1.05 (-4.73%)
VolumeN/A
Net Assets1.22B
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets36.73M
OBSIX vs WCMLX Comparison Chart
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OBSIX vs. WCMLX commentary
Apr 06, 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 Hold.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.22B vs. WCMLX (36.7M). OBSIX (0.00) and WCMLX (0.00) have matching dividends . OBSIX was incepted earlier than WCMLX: OBSIX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than OBSIX (1.07). OBSIX is a more actively managed with annual turnover of: 71.00 vs. WCMLX (48.00). 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 : -13.25 vs. WCMLX (-19.39). OBSIX return over 5 years is better than : 113.75 vs. WCMLX (43.99).
| OBSIX | WCMLX | OBSIX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.07 | 1.86 | 58% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -19.097 | -19.829 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 36.7M | 3,330% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.25 | -19.39 | 68% |
| Returns for 3 years | 5.75 | -15.56 | -37% |
| Returns for 5 years | 113.75 | 43.99 | 259% |
| Returns for 10 years | N/A | N/A | - |
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