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OSTGX vs WCMNX
OSTGX vs WCMNX Comparison
Open Charts OSTGX vs WCMNX
Osterweis Opportunity Fund
Price$18.43
Change-$0.03 (-0.16%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.81
Change-$0.12 (-0.86%)
VolumeN/A
CapitalizationN/A
OSTGX vs WCMNX Comparison Chart
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OSTGX vs. WCMNX commentary
Nov 14, 2024
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: 430M vs. WCMNX (43.4M). 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 : 49.72 vs. WCMNX (33.17). OSTGX return over 5 years is better than : 47.80 vs. WCMNX (37.65).
| 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 | 29.817 | 14.180 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 430M | 43.4M | 991% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 49.72 | 33.17 | 150% |
| Returns for 3 years | -18.68 | -13.10 | 143% |
| Returns for 5 years | 47.80 | 37.65 | 127% |
| Returns for 10 years | N/A | N/A | - |
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