Interact to see
Advertisement
Advertisement
OBSOX vs WCMLX
OBSOX vs WCMLX Comparison
Open Charts OBSOX vs WCMLX
Oberweis Small-Cap Opportunities
Price$27.81
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 Assets42.97M
OBSOX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OBSOX vs. WCMLX commentary
Oct 19, 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 OBSOX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
OBSOX has more cash in the bank: 1.66B vs. WCMLX (43M). OBSOX (0.00) and WCMLX (0.00) have matching dividends . OBSOX was incepted earlier than WCMLX: OBSOX (29 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than OBSOX (1.26). WCMLX is a more actively managed with annual turnover of: 83.00 vs. OBSOX (61.00). OBSOX has a lower initial minimum investment than WCMLX: OBSOX (1000) vs WCMLX (100000). OBSOX annual gain was more profitable for investors over the last year : 3.73 vs. WCMLX (1.70). OBSOX return over 5 years is better than : 68.55 vs. WCMLX (12.48).
| OBSOX | WCMLX | OBSOX / WCMLX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.26 | 1.79 | 70% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 9.102 | 7.232 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 43M | 3,851% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.73 | 1.70 | 220% |
| Returns for 3 years | 50.57 | 33.88 | 149% |
| Returns for 5 years | 68.55 | 12.48 | 549% |
| Returns for 10 years | 76.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement