OSTGX
Price
$15.73
Change
+$0.15 (+0.96%)
Updated
Jun 4 closing price
Net Assets
307.51M
WCMLX
Price
$12.17
Change
+$0.04 (+0.33%)
Updated
Jun 4 closing price
Net Assets
42.66M
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OSTGX vs WCMLX

Header iconOSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLXBanner chart's image
Osterweis Opportunity Fund
Price$15.73
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets307.51M
WCM Small Cap Growth Institutional
Price$12.17
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets42.66M
OSTGX vs WCMLX Comparison Chart
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OSTGX vs. WCMLX commentary
Jun 05, 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 Buy and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OSTGX has more cash in the bank: 308M vs. WCMLX (42.7M). 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 (1.20). OSTGX is a more actively managed with annual turnover of: 110.00 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 : -0.16 vs. OSTGX (-1.77). WCMLX return over 5 years is better than : 13.36 vs. OSTGX (5.48).
OSTGXWCMLXOSTGX / WCMLX
Total Expense Ratio1.120.99113%
Annual Report Gross Expense Ratio1.201.7967%
Fund Existence9 years6 years-
Gain YTD-9.838-5.677173%
Front LoadN/AN/A-
Min. Initial Investment50001000005%
Min. Initial Investment IRAN/AN/A-
Net Assets308M42.7M721%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.77-0.161,073%
Returns for 3 years29.0812.52232%
Returns for 5 years5.4813.3641%
Returns for 10 yearsN/AN/A-
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