OSTGX
Price
$15.73
Change
+$0.15 (+0.96%)
Updated
Jun 4 closing price
Net Assets
307.51M
WCMNX
Price
$12.01
Change
+$0.05 (+0.42%)
Updated
Jun 4 closing price
Net Assets
42.66M
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OSTGX vs WCMNX

Header iconOSTGX vs WCMNX Comparison
Open Charts OSTGX vs WCMNXBanner chart's image
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.

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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).
OSTGXWCMNXOSTGX / WCMNX
Total Expense Ratio1.121.2490%
Annual Report Gross Expense Ratio1.202.0459%
Fund Existence9 years6 years-
Gain YTD-9.838-5.753171%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets308M42.7M721%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.77-0.42424%
Returns for 3 years29.0811.67249%
Returns for 5 years5.4811.8846%
Returns for 10 yearsN/AN/A-
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