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OBSOX vs WCMLX
OBSOX vs WCMLX Comparison
Open Charts OBSOX vs WCMLX
Oberweis Small-Cap Opportunities
Price$26.82
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets1.52B
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
OBSOX vs WCMLX Comparison Chart
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OBSOX vs. WCMLX commentary
Jan 19, 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: 1.52B vs. WCMLX (41.8M). OBSOX (0.00) and WCMLX (0.00) have matching dividends . OBSOX was incepted earlier than WCMLX: OBSOX (28 years) vs WCMLX (5 years). 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 : 23.65 vs. WCMLX (11.89). OBSOX return over 5 years is better than : 77.62 vs. WCMLX (23.03).
| OBSOX | WCMLX | OBSOX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | 5.218 | 4.666 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 41.8M | 3,632% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.65 | 11.89 | 199% |
| Returns for 3 years | 36.84 | 7.77 | 474% |
| Returns for 5 years | 77.62 | 23.03 | 337% |
| Returns for 10 years | 93.23 | N/A | - |
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