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OBSIX vs WCMNX
OBSIX vs WCMNX Comparison
Open Charts OBSIX vs WCMNX
Oberweis Small-Cap Opportunities Instl
Price$27.08
Change-$0.05 (-0.18%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.09
Change-$0.09 (-0.68%)
VolumeN/A
CapitalizationN/A
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OBSIX vs WCMNX Comparison Chart
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OBSIX vs. WCMNX commentary
Sep 21, 2024
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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.3B vs. WCMNX (41.5M). OBSIX (0.00) and WCMNX (0.00) have matching dividends . OBSIX was incepted earlier than WCMNX: OBSIX (7 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 : 29.38 vs. WCMNX (19.11).
| OBSIX | WCMNX | OBSIX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 19.717 | 7.295 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 41.5M | 3,142% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 29.38 | 19.11 | 154% |
| Returns for 3 years | 13.40 | -14.56 | -92% |
| Returns for 5 years | 94.40 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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