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OMCIX vs WCMNX
OMCIX vs WCMNX Comparison
Open Charts OMCIX vs WCMNX
Oberweis Micro Cap Institutional
Price$38.33
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets576.35M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
OMCIX vs WCMNX Comparison Chart
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OMCIX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OMCIX has more cash in the bank: 576M vs. WCMNX (38.8M). OMCIX (0.00) and WCMNX (0.00) have matching dividends . OMCIX was incepted earlier than WCMNX: OMCIX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than OMCIX (1.28). OMCIX is a more actively managed with annual turnover of: 58.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than OMCIX: WCMNX (1000) vs OMCIX (1000000). OMCIX annual gain was more profitable for investors over the last year : 2.88 vs. WCMNX (-12.50). OMCIX return over 5 years is better than : 133.48 vs. WCMNX (21.77).
| OMCIX | WCMNX | OMCIX / WCMNX | |
| Total Expense Ratio | 1.28 | 1.24 | 103% |
| Annual Report Gross Expense Ratio | 1.28 | 2.11 | 61% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -17.183 | -16.706 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 2.88 | -12.50 | -23% |
| Returns for 3 years | 18.62 | -8.72 | -214% |
| Returns for 5 years | 133.48 | 21.77 | 613% |
| Returns for 10 years | N/A | N/A | - |
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