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OBSIX vs WCMNX
OBSIX vs WCMNX Comparison
Open Charts OBSIX vs WCMNX
Oberweis Small-Cap Opportunities Instl
Price$28.87
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets1.66B
WCM Small Cap Growth Investor
Price$13.54
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets44.82M
OBSIX vs WCMNX Comparison Chart in %
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OBSIX vs. WCMNX commentary
Sep 30, 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 Buy.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.66B vs. WCMNX (44.8M). 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 : 6.61 vs. WCMNX (3.60). OBSIX return over 5 years is better than : 94.02 vs. WCMNX (20.25).
| 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 | 10.486 | 6.698 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 44.8M | 3,705% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.61 | 3.60 | 184% |
| Returns for 3 years | 65.44 | 37.88 | 173% |
| Returns for 5 years | 94.02 | 20.25 | 464% |
| Returns for 10 years | N/A | N/A | - |
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