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OBSOX vs WCMLX
OBSOX vs WCMLX Comparison
Open Charts OBSOX vs WCMLX
Oberweis Small-Cap Opportunities
Price$25.80
Change-$0.94 (-3.52%)
VolumeN/A
Net Assets1.57B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
OBSOX vs WCMLX Comparison Chart
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OBSOX vs. WCMLX commentary
Feb 23, 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: 1.57B vs. WCMLX (40.2M). 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 : 11.69 vs. WCMLX (-1.40). OBSOX return over 5 years is better than : 72.00 vs. WCMLX (15.29).
| 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 | 1.216 | -1.477 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 40.2M | 3,898% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.69 | -1.40 | -834% |
| Returns for 3 years | 38.78 | 7.19 | 539% |
| Returns for 5 years | 72.00 | 15.29 | 471% |
| Returns for 10 years | 66.67 | N/A | - |
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