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OBSOX vs WCMLX
OBSOX vs WCMLX Comparison
Open Charts OBSOX vs WCMLX
Oberweis Small-Cap Opportunities
Price$26.32
Change+$0.36 (+1.39%)
VolumeN/A
Net Assets1.53B
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
OBSOX vs WCMLX Comparison Chart in %
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OBSOX vs. WCMLX commentary
Jul 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 OBSOX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OBSOX has more cash in the bank: 1.53B vs. WCMLX (43M). OBSOX (0.00) and WCMLX (0.00) have matching dividends . OBSOX was incepted earlier than WCMLX: OBSOX (29 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than OBSOX (1.26). WCMLX is a more actively managed with annual turnover of: 83.00 vs. OBSOX (61.00). OBSOX has a lower initial minimum investment than WCMLX: OBSOX (1000) vs WCMLX (100000). OBSOX annual gain was more profitable for investors over the last year : 3.70 vs. WCMLX (2.91). OBSOX return over 5 years is better than : 87.87 vs. WCMLX (21.91).
| OBSOX | WCMLX | OBSOX / WCMLX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.26 | 1.79 | 70% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 3.256 | -0.933 | -349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 43M | 3,565% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.70 | 2.91 | 127% |
| Returns for 3 years | 58.27 | 26.01 | 224% |
| Returns for 5 years | 87.87 | 21.91 | 401% |
| Returns for 10 years | 57.23 | N/A | - |
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