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OSTGX vs WCMLX
OSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLX
Osterweis Opportunity Fund
Price$17.65
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets434.18M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
OSTGX vs WCMLX Comparison Chart
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OSTGX vs. WCMLX commentary
Jan 19, 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: 434M vs. WCMLX (41.8M). 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 : 25.18 vs. WCMLX (11.89). OSTGX return over 5 years is better than : 35.56 vs. WCMLX (23.03).
| 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 | 2.141 | 4.666 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 41.8M | 1,038% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 25.18 | 11.89 | 212% |
| Returns for 3 years | 20.07 | 7.77 | 258% |
| Returns for 5 years | 35.56 | 23.03 | 154% |
| Returns for 10 years | N/A | N/A | - |
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