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OSTGX vs WCMLX
OSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLX
Osterweis Opportunity Fund
Price$16.34
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets315.38M
WCM Small Cap Growth Institutional
Price$12.92
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets43.74M
OSTGX vs WCMLX Comparison Chart in %
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OSTGX vs. WCMLX commentary
Aug 08, 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 OSTGX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSTGX has more cash in the bank: 315M vs. WCMLX (43.7M). OSTGX (0.00) and WCMLX (0.00) have matching dividends . OSTGX was incepted earlier than WCMLX: OSTGX (9 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than OSTGX (1.19). OSTGX is a more actively managed with annual turnover of: 137.00 vs. WCMLX (83.00). OSTGX has a lower initial minimum investment than WCMLX: OSTGX (5000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 7.56 vs. OSTGX (2.96). WCMLX return over 5 years is better than : 15.42 vs. OSTGX (-3.54).
| OSTGX | WCMLX | OSTGX / WCMLX | |
| Total Expense Ratio | 1.12 | 0.99 | 113% |
| Annual Report Gross Expense Ratio | 1.19 | 1.79 | 66% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -5.382 | 0.700 | -769% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 43.7M | 721% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.96 | 7.56 | 39% |
| Returns for 3 years | 29.25 | 11.25 | 260% |
| Returns for 5 years | -3.54 | 15.42 | -23% |
| Returns for 10 years | N/A | N/A | - |
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