Interact to see
Advertisement
Advertisement
OBSIX vs WCMNX
OBSIX vs WCMNX Comparison
Open Charts OBSIX vs WCMNX
Oberweis Small-Cap Opportunities Instl
Price$26.80
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets1.54B
WCM Small Cap Growth Investor
Price$12.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets44.18M
OBSIX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OBSIX vs. WCMNX commentary
Jul 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.54B vs. WCMNX (44.2M). 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 : 0.95 vs. WCMNX (-0.15). OBSIX return over 5 years is better than : 75.51 vs. WCMNX (19.74).
| 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 | 2.028 | 1.812 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 44.2M | 3,475% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.95 | -0.15 | -612% |
| Returns for 3 years | 37.00 | 15.98 | 232% |
| Returns for 5 years | 75.51 | 19.74 | 383% |
| Returns for 10 years | N/A | N/A | - |