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OBSIX vs WCMNX
OBSIX vs WCMNX Comparison
Open Charts OBSIX vs WCMNX
Oberweis Small-Cap Opportunities Instl
Price$24.69
Change-$0.59 (-2.33%)
VolumeN/A
Net Assets1.41B
WCM Small Cap Growth Investor
Price$11.76
Change-$0.36 (-2.97%)
VolumeN/A
Net Assets43.65M
OBSIX vs WCMNX Comparison Chart
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OBSIX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.41B vs. WCMNX (43.7M). 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 (-3.18) and WCMNX (-3.19) have marching annual gain over last year. OBSIX return over 5 years is better than : 96.88 vs. WCMNX (20.72).
| 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 | -3.253 | -4.492 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -3.19 | 99% |
| Returns for 3 years | 43.31 | 18.59 | 233% |
| Returns for 5 years | 96.88 | 20.72 | 468% |
| Returns for 10 years | N/A | N/A | - |
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