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OSTGX vs WCMNX
OSTGX vs WCMNX Comparison
Open Charts OSTGX vs WCMNX
Osterweis Opportunity Fund
Price$17.21
Change+$0.17 (+1.00%)
VolumeN/A
Net Assets324.41M
WCM Small Cap Growth Investor
Price$13.49
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets44.77M
OSTGX vs WCMNX Comparison Chart in %
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OSTGX vs. WCMNX commentary
Aug 29, 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 StrongBuy and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
OSTGX has more cash in the bank: 324M vs. WCMNX (44.8M). 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 (1.19). OSTGX is a more actively managed with annual turnover of: 137.00 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 : 4.52 vs. OSTGX (-1.90). WCMNX return over 5 years is better than : 15.60 vs. OSTGX (-0.12).
| OSTGX | WCMNX | OSTGX / WCMNX | |
| Total Expense Ratio | 1.12 | 1.24 | 90% |
| Annual Report Gross Expense Ratio | 1.19 | 2.04 | 58% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -1.389 | 5.674 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 44.8M | 723% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.90 | 4.52 | -42% |
| Returns for 3 years | 38.65 | 21.91 | 176% |
| Returns for 5 years | -0.12 | 15.60 | -1% |
| Returns for 10 years | N/A | N/A | - |
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