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OBSOX vs WCMNX
OBSOX vs WCMNX Comparison
Open Charts OBSOX vs WCMNX
Oberweis Small-Cap Opportunities
Price$26.04
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets1.55B
WCM Small Cap Growth Investor
Price$12.74
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets43.74M
OBSOX vs WCMNX Comparison Chart in %
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OBSOX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OBSOX has more cash in the bank: 1.55B vs. WCMNX (43.7M). OBSOX (0.00) and WCMNX (0.00) have matching dividends . OBSOX was incepted earlier than WCMNX: OBSOX (29 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than OBSOX (1.26). WCMNX is a more actively managed with annual turnover of: 83.00 vs. OBSOX (61.00). OBSOX (1000) and WCMNX (1000) have matching initial minimum investment requirements. OBSOX annual gain was more profitable for investors over the last year : 9.44 vs. WCMNX (7.23). OBSOX return over 5 years is better than : 67.93 vs. WCMNX (13.83).
| OBSOX | WCMNX | OBSOX / WCMNX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.26 | 2.04 | 62% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 2.315 | 0.552 | 420% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 7.23 | 131% |
| Returns for 3 years | 33.27 | 10.48 | 318% |
| Returns for 5 years | 67.93 | 13.83 | 491% |
| Returns for 10 years | 51.72 | N/A | - |
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