Interact to see
Advertisement
Advertisement
OSTGX vs WCMNX
OSTGX vs WCMNX Comparison
Open Charts OSTGX vs WCMNX
Osterweis Opportunity Fund
Price$15.82
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets303.28M
WCM Small Cap Growth Investor
Price$12.51
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets42.42M
OSTGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OSTGX vs. WCMNX commentary
Jul 18, 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: 303M vs. WCMNX (42.4M). 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 : -6.27 vs. OSTGX (-8.65). WCMNX return over 5 years is better than : 16.76 vs. OSTGX (-0.51).
| 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 | -8.912 | -2.285 | 390% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 42.4M | 715% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.65 | -6.27 | 138% |
| Returns for 3 years | 36.75 | 20.39 | 180% |
| Returns for 5 years | -0.51 | 16.76 | -3% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement