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OBSIX vs WCMNX
OBSIX vs WCMNX Comparison
Open Charts OBSIX vs WCMNX
Oberweis Small-Cap Opportunities Instl
Price$26.46
Change-$0.97 (-3.54%)
VolumeN/A
Net Assets1.57B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
OBSIX vs WCMNX Comparison Chart
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OBSIX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.57B vs. WCMNX (40.2M). OBSIX (0.00) and WCMNX (0.00) have matching dividends . OBSIX was incepted earlier than WCMNX: OBSIX (8 years) vs WCMNX (5 years). OBSIX is a more actively managed with annual turnover of: 71.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than OBSIX: WCMNX (1000) vs OBSIX (1000000). OBSIX annual gain was more profitable for investors over the last year : 11.98 vs. WCMNX (-1.65). OBSIX return over 5 years is better than : 74.77 vs. WCMNX (13.84).
| OBSIX | WCMNX | OBSIX / WCMNX | |
| 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 | -1.497 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -1.65 | -725% |
| Returns for 3 years | 39.85 | 6.38 | 624% |
| Returns for 5 years | 74.77 | 13.84 | 540% |
| Returns for 10 years | N/A | N/A | - |