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OSTGX vs WCMNX
OSTGX vs WCMNX Comparison
Open Charts OSTGX vs WCMNX
Osterweis Opportunity Fund
Price$17.73
Change+$0.23 (+1.31%)
VolumeN/A
Net Assets431.55M
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
OSTGX vs WCMNX Comparison Chart
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OSTGX vs. WCMNX commentary
Jan 31, 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: 432M vs. WCMNX (42.3M). OSTGX (0.00) and WCMNX (0.00) have matching dividends . OSTGX was incepted earlier than WCMNX: OSTGX (8 years) vs WCMNX (5 years). OSTGX is a more actively managed with annual turnover of: 124.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than OSTGX: WCMNX (1000) vs OSTGX (5000). OSTGX annual gain was more profitable for investors over the last year : 24.20 vs. WCMNX (10.48). OSTGX return over 5 years is better than : 36.61 vs. WCMNX (27.04).
| OSTGX | WCMNX | OSTGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 1.273 | 5.516 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 432M | 42.3M | 1,021% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.20 | 10.48 | 231% |
| Returns for 3 years | 19.37 | 9.48 | 204% |
| Returns for 5 years | 36.61 | 27.04 | 135% |
| Returns for 10 years | N/A | N/A | - |
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