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OSTGX vs WCMLX
OSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLX
Osterweis Opportunity Fund
Price$17.93
Change+$0.03 (+0.17%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.10 (-0.75%)
VolumeN/A
CapitalizationN/A
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OSTGX vs WCMLX Comparison Chart
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OSTGX vs. WCMLX commentary
Sep 21, 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 StrongSell and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSTGX has more cash in the bank: 387M vs. WCMLX (41.5M). 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 : 36.92 vs. WCMLX (14.27).
| 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 | 23.347 | 5.839 | 400% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 41.5M | 933% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 36.92 | 14.27 | 259% |
| Returns for 3 years | -20.71 | -16.40 | 126% |
| Returns for 5 years | 36.60 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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