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OSTGX vs WCMNX
OSTGX vs WCMNX Comparison
Open Charts OSTGX vs WCMNX
Osterweis Opportunity Fund
Price$15.75
Change-$0.27 (-1.69%)
VolumeN/A
Net Assets319.23M
WCM Small Cap Growth Investor
Price$12.07
Change-$0.15 (-1.23%)
VolumeN/A
Net Assets42.06M
OSTGX vs WCMNX Comparison Chart in %
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OSTGX vs. WCMNX commentary
Jun 26, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSTGX has more cash in the bank: 319M vs. WCMNX (42.1M). 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: 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 : 0.33 vs. OSTGX (-1.11). WCMNX return over 5 years is better than : 22.32 vs. OSTGX (7.44).
| 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 | -7.292 | -3.704 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 42.1M | 758% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.11 | 0.33 | -338% |
| Returns for 3 years | 37.75 | 16.94 | 223% |
| Returns for 5 years | 7.44 | 22.32 | 33% |
| Returns for 10 years | N/A | N/A | - |
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