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OSTGX vs WCMNX
OSTGX vs WCMNX Comparison
Open Charts OSTGX vs WCMNX
Osterweis Opportunity Fund
Price$15.73
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets307.51M
WCM Small Cap Growth Investor
Price$12.01
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets42.66M
OSTGX vs WCMNX Comparison Chart
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OSTGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSTGX has more cash in the bank: 308M vs. WCMNX (42.7M). OSTGX (0.00) and WCMNX (0.00) have matching dividends . OSTGX was incepted earlier than WCMNX: OSTGX (9 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than OSTGX (1.20). OSTGX is a more actively managed with annual turnover of: 110.00 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than OSTGX: WCMNX (1000) vs OSTGX (5000). WCMNX annual gain was more profitable for investors over the last year : -0.42 vs. OSTGX (-1.77). WCMNX return over 5 years is better than : 11.88 vs. OSTGX (5.48).
| OSTGX | WCMNX | OSTGX / WCMNX | |
| Total Expense Ratio | 1.12 | 1.24 | 90% |
| Annual Report Gross Expense Ratio | 1.20 | 2.04 | 59% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -9.838 | -5.753 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 42.7M | 721% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.77 | -0.42 | 424% |
| Returns for 3 years | 29.08 | 11.67 | 249% |
| Returns for 5 years | 5.48 | 11.88 | 46% |
| Returns for 10 years | N/A | N/A | - |
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