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OBSIX vs WCMLX
OBSIX vs WCMLX Comparison
Open Charts OBSIX vs WCMLX
Oberweis Small-Cap Opportunities Instl
Price$26.46
Change-$0.97 (-3.54%)
VolumeN/A
Net Assets1.57B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
OBSIX vs WCMLX Comparison Chart
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OBSIX vs. WCMLX commentary
Feb 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.57B vs. WCMLX (40.2M). 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 : 11.98 vs. WCMLX (-1.40). OBSIX return over 5 years is better than : 74.77 vs. WCMLX (15.29).
| 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 | 1.263 | -1.477 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 40.2M | 3,898% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.98 | -1.40 | -855% |
| Returns for 3 years | 39.85 | 7.19 | 554% |
| Returns for 5 years | 74.77 | 15.29 | 489% |
| Returns for 10 years | N/A | N/A | - |