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OBSIX vs WCMNX
OBSIX vs WCMNX Comparison
Open Charts OBSIX vs WCMNX
Oberweis Small-Cap Opportunities Instl
Price$30.37
Change+$1.60 (+5.56%)
VolumeN/A
Net Assets1.91B
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
OBSIX vs WCMNX Comparison Chart in %
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OBSIX vs. WCMNX commentary
Feb 04, 2026
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 Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.91B vs. WCMNX (47.1M). OBSIX (0.00) and WCMNX (0.00) have matching dividends . OBSIX was incepted earlier than WCMNX: OBSIX (9 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than OBSIX (1.01). WCMNX is a more actively managed with annual turnover of: 83.00 vs. OBSIX (61.00). WCMNX has a lower initial minimum investment than OBSIX: WCMNX (1000) vs OBSIX (1000000). OBSIX annual gain was more profitable for investors over the last year : 10.24 vs. WCMNX (8.34). OBSIX return over 5 years is better than : 46.93 vs. WCMNX (-6.49).
| OBSIX | WCMNX | OBSIX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.01 | 2.04 | 50% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 1.402 | 6.421 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 47.1M | 4,062% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.24 | 8.34 | 123% |
| Returns for 3 years | 37.36 | 18.68 | 200% |
| Returns for 5 years | 46.93 | -6.49 | -724% |
| Returns for 10 years | N/A | N/A | - |
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