Interact to see
Advertisement
Advertisement
OSTGX vs WCMLX
OSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLX
Osterweis Opportunity Fund
Price$16.30
Change+$0.21 (+1.31%)
VolumeN/A
Net Assets291.33M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
OSTGX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OSTGX vs. WCMLX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
OSTGX has more cash in the bank: 291M vs. WCMLX (41.3M). 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 : -3.04 vs. OSTGX (-11.20). WCMLX return over 5 years is better than : -0.83 vs. OSTGX (-20.58).
| 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 | -6.887 | 1.788 | -385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 41.3M | 705% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.20 | -3.04 | 369% |
| Returns for 3 years | 36.01 | 21.43 | 168% |
| Returns for 5 years | -20.58 | -0.83 | 2,470% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers