Interact to see
Advertisement
Advertisement
OBSOX vs WCMNX
OBSOX vs WCMNX Comparison
Open Charts OBSOX vs WCMNX
Oberweis Small-Cap Opportunities
Price$26.90
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets1.64B
WCM Small Cap Growth Investor
Price$12.96
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets41.26M
OBSOX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OBSOX vs. WCMNX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
OBSOX has more cash in the bank: 1.65B vs. WCMNX (41.3M). 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 : 1.68 vs. WCMNX (-3.30). OBSOX return over 5 years is better than : 53.92 vs. WCMNX (-2.13).
| 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 | 4.708 | 1.576 | 299% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 41.3M | 3,983% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.68 | -3.30 | -51% |
| Returns for 3 years | 33.58 | 20.47 | 164% |
| Returns for 5 years | 53.92 | -2.13 | -2,536% |
| Returns for 10 years | 69.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement