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OBSIX vs WCMNX
OBSIX vs WCMNX Comparison
Open Charts OBSIX vs WCMNX
Oberweis Small-Cap Opportunities Instl
Price$21.14
Change-$1.05 (-4.73%)
VolumeN/A
Net Assets1.22B
WCM Small Cap Growth Investor
Price$10.17
Change-$0.49 (-4.60%)
VolumeN/A
Net Assets36.73M
OBSIX vs WCMNX Comparison Chart
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OBSIX vs. WCMNX commentary
Apr 06, 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 Hold.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.22B vs. WCMNX (36.7M). OBSIX (0.00) and WCMNX (0.00) have matching dividends . OBSIX was incepted earlier than WCMNX: OBSIX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than OBSIX (1.07). 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 : -13.25 vs. WCMNX (-19.60). OBSIX return over 5 years is better than : 113.75 vs. WCMNX (42.24).
| OBSIX | WCMNX | OBSIX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.07 | 2.11 | 51% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -19.097 | -19.858 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 36.7M | 3,330% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.25 | -19.60 | 68% |
| Returns for 3 years | 5.75 | -16.16 | -36% |
| Returns for 5 years | 113.75 | 42.24 | 269% |
| Returns for 10 years | N/A | N/A | - |
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