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OSTGX vs WCMNX
OSTGX vs WCMNX Comparison
Open Charts OSTGX vs WCMNX
Osterweis Opportunity Fund
Price$13.75
Change-$0.69 (-4.78%)
VolumeN/A
Net Assets337.97M
WCM Small Cap Growth Investor
Price$10.48
Change-$0.45 (-4.12%)
VolumeN/A
Net Assets39.93M
OSTGX vs WCMNX Comparison Chart
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OSTGX vs. WCMNX commentary
Apr 12, 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: 338M vs. WCMNX (39.9M). OSTGX (0.00) and WCMNX (0.00) have matching dividends . OSTGX was incepted earlier than WCMNX: OSTGX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than OSTGX (1.20). OSTGX is a more actively managed with annual turnover of: 110.00 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 : -7.67 vs. WCMNX (-13.46). OSTGX (28.93) and WCMNX (28.29) have equivalent 5 years return.
| OSTGX | WCMNX | OSTGX / WCMNX | |
| Total Expense Ratio | 1.12 | 1.24 | 90% |
| Annual Report Gross Expense Ratio | 1.20 | 2.11 | 57% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -16.435 | -13.869 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 39.9M | 847% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.67 | -13.46 | 57% |
| Returns for 3 years | 7.92 | -6.18 | -128% |
| Returns for 5 years | 28.93 | 28.29 | 102% |
| Returns for 10 years | N/A | N/A | - |
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