Ad is loading...
OSTGX vs WCMLX
OSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLX
Osterweis Opportunity Fund
Price$13.75
Change-$0.69 (-4.78%)
VolumeN/A
Net Assets337.97M
WCM Small Cap Growth Institutional
Price$10.62
Change-$0.46 (-4.15%)
VolumeN/A
Net Assets39.93M
OSTGX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSTGX vs. WCMLX commentary
Apr 12, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSTGX has more cash in the bank: 338M vs. WCMLX (39.9M). OSTGX (0.00) and WCMLX (0.00) have matching dividends . OSTGX was incepted earlier than WCMLX: OSTGX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than OSTGX (1.20). OSTGX is a more actively managed with annual turnover of: 110.00 vs. WCMLX (48.00). OSTGX has a lower initial minimum investment than WCMLX: OSTGX (5000) vs WCMLX (100000). OSTGX annual gain was more profitable for investors over the last year : -7.67 vs. WCMLX (-13.23). WCMLX (29.89) and OSTGX (28.93) have equivalent 5 years return.
| OSTGX | WCMLX | OSTGX / WCMLX | |
| Total Expense Ratio | 1.12 | 0.99 | 113% |
| Annual Report Gross Expense Ratio | 1.20 | 1.86 | 65% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -16.435 | -13.841 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 39.9M | 847% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.67 | -13.23 | 58% |
| Returns for 3 years | 7.92 | -5.46 | -145% |
| Returns for 5 years | 28.93 | 29.89 | 97% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...