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OBSIX vs WCMLX
OBSIX vs WCMLX Comparison
Open Charts OBSIX vs WCMLX
Oberweis Small-Cap Opportunities Instl
Price$26.98
Change-$0.55 (-2.00%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.68
Change-$0.31 (-2.22%)
VolumeN/A
CapitalizationN/A
OBSIX vs WCMLX Comparison Chart
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OBSIX vs. WCMLX commentary
Nov 15, 2024
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 StrongSell and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.4B vs. WCMLX (42.8M). OBSIX (0.00) and WCMLX (0.00) have matching dividends . OBSIX was incepted earlier than WCMLX: OBSIX (8 years) vs WCMLX (5 years). 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 : 29.43 vs. WCMLX (26.04). OBSIX return over 5 years is better than : 91.05 vs. WCMLX (36.75).
| OBSIX | WCMLX | OBSIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 21.706 | 13.463 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 42.8M | 3,266% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 29.43 | 26.04 | 113% |
| Returns for 3 years | 0.36 | -13.11 | -3% |
| Returns for 5 years | 91.05 | 36.75 | 248% |
| Returns for 10 years | N/A | N/A | - |
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