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OMCIX vs WCMLX
OMCIX vs WCMLX Comparison
Open Charts OMCIX vs WCMLX
Oberweis Micro Cap Institutional
Price$38.33
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets576.35M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
OMCIX vs WCMLX Comparison Chart
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OMCIX vs. WCMLX commentary
Apr 18, 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 OMCIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OMCIX has more cash in the bank: 576M vs. WCMLX (38.8M). OMCIX (0.00) and WCMLX (0.00) have matching dividends . OMCIX was incepted earlier than WCMLX: OMCIX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than OMCIX (1.28). OMCIX is a more actively managed with annual turnover of: 58.00 vs. WCMLX (48.00). WCMLX has a lower initial minimum investment than OMCIX: WCMLX (100000) vs OMCIX (1000000). OMCIX annual gain was more profitable for investors over the last year : 2.49 vs. WCMLX (-12.36). OMCIX return over 5 years is better than : 136.47 vs. WCMLX (23.25).
| OMCIX | WCMLX | OMCIX / WCMLX | |
| Total Expense Ratio | 1.28 | 0.99 | 129% |
| Annual Report Gross Expense Ratio | 1.28 | 1.86 | 69% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -16.121 | -16.719 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 38.8M | 1,485% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.49 | -12.36 | -20% |
| Returns for 3 years | 20.11 | -8.07 | -249% |
| Returns for 5 years | 136.47 | 23.25 | 587% |
| Returns for 10 years | N/A | N/A | - |
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