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OBSOX vs WCMNX
OBSOX vs WCMNX Comparison
Open Charts OBSOX vs WCMNX
Oberweis Small-Cap Opportunities
Price$25.80
Change-$0.94 (-3.52%)
VolumeN/A
Net Assets1.57B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
OBSOX vs WCMNX Comparison Chart
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OBSOX vs. WCMNX commentary
Feb 23, 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: 1.57B vs. WCMNX (40.2M). OBSOX (0.00) and WCMNX (0.00) have matching dividends . OBSOX was incepted earlier than WCMNX: OBSOX (28 years) vs WCMNX (5 years). 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 : 11.69 vs. WCMNX (-1.65). OBSOX return over 5 years is better than : 72.00 vs. WCMNX (13.84).
| OBSOX | WCMNX | OBSOX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | 1.216 | -1.497 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 40.2M | 3,898% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.69 | -1.65 | -707% |
| Returns for 3 years | 38.78 | 6.38 | 608% |
| Returns for 5 years | 72.00 | 13.84 | 520% |
| Returns for 10 years | 66.67 | N/A | - |
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