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OBSOX vs WCMLX
OBSOX vs WCMLX Comparison
Open Charts OBSOX vs WCMLX
Oberweis Small-Cap Opportunities
Price$22.53
Change+$0.58 (+2.64%)
VolumeN/A
Net Assets1.23B
WCM Small Cap Growth Institutional
Price$11.28
Change+$0.27 (+2.45%)
VolumeN/A
Net Assets39.35M
OBSOX vs WCMLX Comparison Chart
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OBSOX vs. WCMLX commentary
Apr 25, 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: 1.23B vs. WCMLX (39.3M). OBSOX (0.00) and WCMLX (0.00) have matching dividends . OBSOX was incepted earlier than WCMLX: OBSOX (29 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than OBSOX (1.32). OBSOX is a more actively managed with annual turnover of: 71.00 vs. WCMLX (48.00). 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 : -6.87 vs. WCMLX (-10.85). OBSOX return over 5 years is better than : 93.90 vs. WCMLX (25.40).
| OBSOX | WCMLX | OBSOX / WCMLX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.32 | 1.86 | 71% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | -13.888 | -14.386 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 39.3M | 3,137% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.87 | -10.85 | 63% |
| Returns for 3 years | 16.63 | -5.33 | -312% |
| Returns for 5 years | 93.90 | 25.40 | 370% |
| Returns for 10 years | 34.58 | N/A | - |
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