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OBSOX vs WCMLX
OBSOX vs WCMLX Comparison
Open Charts OBSOX vs WCMLX
Oberweis Small-Cap Opportunities
Price$26.04
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets1.55B
WCM Small Cap Growth Institutional
Price$12.92
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets43.74M
OBSOX vs WCMLX Comparison Chart in %
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OBSOX vs. WCMLX commentary
Aug 08, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OBSOX has more cash in the bank: 1.55B vs. WCMLX (43.7M). 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 : 9.44 vs. WCMLX (7.56). OBSOX return over 5 years is better than : 67.93 vs. WCMLX (15.42).
| 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 | 2.315 | 0.700 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 43.7M | 3,551% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.44 | 7.56 | 125% |
| Returns for 3 years | 33.27 | 11.25 | 296% |
| Returns for 5 years | 67.93 | 15.42 | 441% |
| Returns for 10 years | 51.72 | N/A | - |
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