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OBSIX vs WCMNX
OBSIX vs WCMNX Comparison
Open Charts OBSIX vs WCMNX
Oberweis Small-Cap Opportunities Instl
Price$28.45
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets1.63B
WCM Small Cap Growth Investor
Price$13.51
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets44.98M
OBSIX vs WCMNX Comparison Chart in %
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OBSIX vs. WCMNX commentary
Sep 08, 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.63B vs. WCMNX (45M). OBSIX (0.00) and WCMNX (0.00) have matching dividends . OBSIX was incepted earlier than WCMNX: OBSIX (8 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than OBSIX (1.01). WCMNX is a more actively managed with annual turnover of: 83.00 vs. OBSIX (61.00). 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 : 11.00 vs. WCMNX (7.31). OBSIX return over 5 years is better than : 90.81 vs. WCMNX (20.52).
| OBSIX | WCMNX | OBSIX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.01 | 2.04 | 50% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 8.879 | 6.462 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 45M | 3,624% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.00 | 7.31 | 151% |
| Returns for 3 years | 53.04 | 28.54 | 186% |
| Returns for 5 years | 90.81 | 20.52 | 443% |
| Returns for 10 years | N/A | N/A | - |
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