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OBSIX vs WCMLX
OBSIX vs WCMLX Comparison
Open Charts OBSIX vs WCMLX
Oberweis Small-Cap Opportunities Instl
Price$24.69
Change-$0.59 (-2.33%)
VolumeN/A
Net Assets1.41B
WCM Small Cap Growth Institutional
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets43.65M
OBSIX vs WCMLX Comparison Chart
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OBSIX vs. WCMLX commentary
May 23, 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: 1.41B vs. WCMLX (43.7M). 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 : -2.92 vs. OBSIX (-3.18). OBSIX return over 5 years is better than : 96.88 vs. WCMLX (22.29).
| 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 | -3.253 | -4.432 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 43.7M | 3,227% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.18 | -2.92 | 109% |
| Returns for 3 years | 43.31 | 19.44 | 223% |
| Returns for 5 years | 96.88 | 22.29 | 435% |
| Returns for 10 years | N/A | N/A | - |
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