Ad is loading...
OSTGX vs WCMLX
OSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLX
Osterweis Opportunity Fund
Price$17.26
Change-$0.79 (-4.38%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
OSTGX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSTGX vs. WCMLX commentary
Dec 19, 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 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 : 29.76 vs. WCMLX (11.03). OSTGX return over 5 years is better than : 48.56 vs. WCMLX (28.75).
| 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 | 26.934 | 8.597 | 313% |
| 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 | 29.76 | 11.03 | 270% |
| Returns for 3 years | 11.08 | 0.30 | 3,697% |
| Returns for 5 years | 48.56 | 28.75 | 169% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MVSRX | 18.71 | N/A | N/A |
| Mar Vista Strategic Growth Retirement | |||
| BLYCX | 34.58 | -0.17 | -0.49% |
| American Beacon Man Lg Cp Growth C | |||
| FCPAX | 30.67 | -0.16 | -0.52% |
| Fidelity Advisor Intl Capl App A | |||
| AFNAX | 26.65 | -0.19 | -0.71% |
| Bahl & Gaynor Income Growth A | |||
| WFEIX | 61.37 | -0.59 | -0.95% |
| Allspring Mid Cap Growth Fund - Cl Inst | |||