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OSTGX vs WCMLX
OSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLX
Osterweis Opportunity Fund
Price$15.75
Change-$0.27 (-1.69%)
VolumeN/A
Net Assets319.23M
WCM Small Cap Growth Institutional
Price$12.24
Change-$0.16 (-1.29%)
VolumeN/A
Net Assets42.06M
OSTGX vs WCMLX Comparison Chart in %
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OSTGX vs. WCMLX commentary
Jun 26, 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: 319M vs. WCMLX (42.1M). 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 (1.20). 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 : 0.57 vs. OSTGX (-1.11). WCMLX return over 5 years is better than : 23.88 vs. OSTGX (7.44).
| OSTGX | WCMLX | OSTGX / WCMLX | |
| Total Expense Ratio | 1.12 | 0.99 | 113% |
| Annual Report Gross Expense Ratio | 1.20 | 1.79 | 67% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -7.292 | -3.577 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 42.1M | 758% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.11 | 0.57 | -196% |
| Returns for 3 years | 37.75 | 17.87 | 211% |
| Returns for 5 years | 7.44 | 23.88 | 31% |
| Returns for 10 years | N/A | N/A | - |
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