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OBSOX vs WCMLX
OBSOX vs WCMLX Comparison
Open Charts OBSOX vs WCMLX
Oberweis Small-Cap Opportunities
Price$21.62
Change-$1.73 (-7.41%)
VolumeN/A
Net Assets1.38B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
OBSOX vs WCMLX Comparison Chart
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OBSOX vs. WCMLX commentary
Apr 04, 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: 1.38B vs. WCMLX (41.6M). 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 : -2.83 vs. WCMLX (-9.95). OBSOX return over 5 years is better than : 138.27 vs. WCMLX (62.99).
| 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 | -8.395 | -9.253 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 41.6M | 3,322% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.83 | -9.95 | 28% |
| Returns for 3 years | 15.82 | -6.42 | -247% |
| Returns for 5 years | 138.27 | 62.99 | 220% |
| Returns for 10 years | 45.03 | N/A | - |