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OBSIX vs WCMLX
OBSIX vs WCMLX Comparison
Open Charts OBSIX vs WCMLX
Oberweis Small-Cap Opportunities Instl
Price$28.57
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets1.66B
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets43.09M
OBSIX vs WCMLX Comparison Chart in %
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OBSIX vs. WCMLX commentary
Oct 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 OBSIX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.66B vs. WCMLX (43.1M). OBSIX (0.00) and WCMLX (0.00) have matching dividends . OBSIX was incepted earlier than WCMLX: OBSIX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than OBSIX (1.01). WCMLX is a more actively managed with annual turnover of: 83.00 vs. OBSIX (61.00). WCMLX has a lower initial minimum investment than OBSIX: WCMLX (100000) vs OBSIX (1000000). OBSIX annual gain was more profitable for investors over the last year : 4.00 vs. WCMLX (1.70). OBSIX return over 5 years is better than : 71.28 vs. WCMLX (12.48).
| OBSIX | WCMLX | OBSIX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.01 | 1.79 | 56% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 9.338 | 7.232 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 43.1M | 3,842% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.00 | 1.70 | 236% |
| Returns for 3 years | 51.73 | 33.88 | 153% |
| Returns for 5 years | 71.28 | 12.48 | 571% |
| Returns for 10 years | N/A | N/A | - |
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