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OBSOX vs WCMNX
OBSOX vs WCMNX Comparison
Open Charts OBSOX vs WCMNX
Oberweis Small-Cap Opportunities
Price$21.62
Change-$1.73 (-7.41%)
VolumeN/A
Net Assets1.38B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
OBSOX vs WCMNX Comparison Chart
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OBSOX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OBSOX has more cash in the bank: 1.38B vs. WCMNX (41.6M). OBSOX (0.00) and WCMNX (0.00) have matching dividends . OBSOX was incepted earlier than WCMNX: OBSOX (29 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than OBSOX (1.32). OBSOX is a more actively managed with annual turnover of: 71.00 vs. WCMNX (48.00). OBSOX (1000) and WCMNX (1000) have matching initial minimum investment requirements. OBSOX annual gain was more profitable for investors over the last year : -2.83 vs. WCMNX (-10.22). OBSOX return over 5 years is better than : 138.27 vs. WCMNX (60.98).
| OBSOX | WCMNX | OBSOX / WCMNX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.32 | 2.11 | 63% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | -8.395 | -9.299 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -10.22 | 28% |
| Returns for 3 years | 15.82 | -7.10 | -223% |
| Returns for 5 years | 138.27 | 60.98 | 227% |
| Returns for 10 years | 45.03 | N/A | - |
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