Interact to see
Advertisement
Advertisement
OBSIX vs WCMNX
OBSIX vs WCMNX Comparison
Open Charts OBSIX vs WCMNX
Oberweis Small-Cap Opportunities Instl
Price$28.57
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets1.66B
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets43.09M
OBSIX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OBSIX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OBSIX has more cash in the bank: 1.66B vs. WCMNX (43.1M). OBSIX (0.00) and WCMNX (0.00) have matching dividends . OBSIX was incepted earlier than WCMNX: OBSIX (8 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 : 4.00 vs. WCMNX (1.42). OBSIX return over 5 years is better than : 71.28 vs. WCMNX (11.12).
| OBSIX | WCMNX | OBSIX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.01 | 2.04 | 50% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 9.338 | 7.092 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | 1.42 | 282% |
| Returns for 3 years | 51.73 | 32.97 | 157% |
| Returns for 5 years | 71.28 | 11.12 | 641% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement