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OSTGX vs WCMLX
OSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLX
Osterweis Opportunity Fund
Price$16.99
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets307.25M
WCM Small Cap Growth Institutional
Price$13.89
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets44.16M
OSTGX vs WCMLX Comparison Chart in %
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OSTGX vs. WCMLX commentary
Oct 08, 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 StrongBuy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
OSTGX has more cash in the bank: 307M vs. WCMLX (44.2M). 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 : 4.91 vs. OSTGX (-5.65). WCMLX return over 5 years is better than : 16.12 vs. OSTGX (-8.42).
| 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 | -2.431 | 8.087 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 44.2M | 695% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.65 | 4.91 | -115% |
| Returns for 3 years | 47.89 | 36.54 | 131% |
| Returns for 5 years | -8.42 | 16.12 | -52% |
| Returns for 10 years | N/A | N/A | - |
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