OSTGX
Price
$16.34
Change
-$0.01 (-0.06%)
Updated
Aug 7 closing price
Net Assets
315.38M
WCMNX
Price
$12.74
Change
-$0.02 (-0.16%)
Updated
Aug 7 closing price
Net Assets
43.74M
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OSTGX vs WCMNX

Header iconOSTGX vs WCMNX Comparison
Open Charts OSTGX vs WCMNXBanner chart's image
Osterweis Opportunity Fund
Price$16.34
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets315.38M
WCM Small Cap Growth Investor
Price$12.74
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets43.74M
OSTGX vs WCMNX Comparison Chart in %
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OSTGX vs. WCMNX commentary
Aug 08, 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.

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FUNDAMENTALS
Fundamentals
OSTGX has more cash in the bank: 315M vs. WCMNX (43.7M). 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 : 7.23 vs. OSTGX (2.96). WCMNX return over 5 years is better than : 13.83 vs. OSTGX (-3.54).
OSTGXWCMNXOSTGX / WCMNX
Total Expense Ratio1.121.2490%
Annual Report Gross Expense Ratio1.192.0458%
Fund Existence9 years6 years-
Gain YTD-5.3820.552-976%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets315M43.7M721%
Annual Yield % from dividends0.000.00-
Returns for 1 year2.967.2341%
Returns for 3 years29.2510.48279%
Returns for 5 years-3.5413.83-26%
Returns for 10 yearsN/AN/A-
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