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OBSOX vs WCMNX
OBSOX vs WCMNX Comparison
Open Charts OBSOX vs WCMNX
Oberweis Small-Cap Opportunities
Price$26.82
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets1.52B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
OBSOX vs WCMNX Comparison Chart
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OBSOX vs. WCMNX commentary
Jan 19, 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.
FUNDAMENTALS
Fundamentals
OBSOX has more cash in the bank: 1.52B vs. WCMNX (41.8M). 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 : 23.65 vs. WCMNX (11.60). OBSOX return over 5 years is better than : 77.62 vs. WCMNX (21.39).
| 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 | 5.218 | 4.649 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 41.8M | 3,632% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.65 | 11.60 | 204% |
| Returns for 3 years | 36.84 | 6.92 | 532% |
| Returns for 5 years | 77.62 | 21.39 | 363% |
| Returns for 10 years | 93.23 | N/A | - |
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