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OSTGX vs WCMLX
OSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLX
Osterweis Opportunity Fund
Price$16.36
Change-$0.56 (-3.31%)
VolumeN/A
Net Assets406.62M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
OSTGX vs WCMLX Comparison Chart
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OSTGX vs. WCMLX commentary
Feb 23, 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: 407M vs. WCMLX (40.2M). 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 : 13.63 vs. WCMLX (1.79). OSTGX return over 5 years is better than : 25.80 vs. WCMLX (19.02).
| 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 | -2.083 | 1.711 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 407M | 40.2M | 1,012% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.63 | 1.79 | 762% |
| Returns for 3 years | 23.87 | 10.66 | 224% |
| Returns for 5 years | 25.80 | 19.02 | 136% |
| Returns for 10 years | N/A | N/A | - |
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