OBSOX
Price
$22.53
Change
+$0.58 (+2.64%)
Updated
Apr 24 closing price
Net Assets
1.23B
WCMNX
Price
$11.12
Change
+$0.26 (+2.39%)
Updated
Apr 24 closing price
Net Assets
39.35M
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OBSOX vs WCMNX

Header iconOBSOX vs WCMNX Comparison
Open Charts OBSOX vs WCMNXBanner chart's image
Oberweis Small-Cap Opportunities
Price$22.53
Change+$0.58 (+2.64%)
VolumeN/A
Net Assets1.23B
WCM Small Cap Growth Investor
Price$11.12
Change+$0.26 (+2.39%)
VolumeN/A
Net Assets39.35M
OBSOX vs WCMNX Comparison Chart
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OBSOX vs. WCMNX commentary
Apr 25, 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 Buy and WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OBSOX has more cash in the bank: 1.23B vs. WCMNX (39.3M). 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 : -6.87 vs. WCMNX (-11.06). OBSOX return over 5 years is better than : 93.90 vs. WCMNX (23.83).
OBSOXWCMNXOBSOX / WCMNX
Total Expense Ratio1.251.24101%
Annual Report Gross Expense Ratio1.322.1163%
Fund Existence29 years5 years-
Gain YTD-13.888-14.42196%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B39.3M3,137%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.87-11.0662%
Returns for 3 years16.63-6.06-275%
Returns for 5 years93.9023.83394%
Returns for 10 years34.58N/A-
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