Ad is loading...
OSTGX vs WCMLX
OSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLX
Osterweis Opportunity Fund
Price$18.43
Change-$0.03 (-0.16%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.99
Change-$0.12 (-0.85%)
VolumeN/A
CapitalizationN/A
OSTGX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSTGX vs. WCMLX commentary
Nov 14, 2024
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: 430M vs. WCMLX (43.4M). OSTGX (0.00) and WCMLX (0.00) have matching dividends . OSTGX was incepted earlier than WCMLX: OSTGX (8 years) vs WCMLX (5 years). OSTGX is a more actively managed with annual turnover of: 124.00 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 : 49.72 vs. WCMLX (33.49). OSTGX return over 5 years is better than : 47.80 vs. WCMLX (39.43).
| OSTGX | WCMLX | OSTGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 29.817 | 14.436 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 430M | 43.4M | 991% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 49.72 | 33.49 | 148% |
| Returns for 3 years | -18.68 | -12.36 | 151% |
| Returns for 5 years | 47.80 | 39.43 | 121% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers