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OBSOX vs WCMNX
OBSOX vs WCMNX Comparison
Open Charts OBSOX vs WCMNX
Oberweis Small-Cap Opportunities
Price$29.54
Change+$1.54 (+5.50%)
VolumeN/A
Net Assets1.91B
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
OBSOX vs WCMNX Comparison Chart in %
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OBSOX 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 OBSOX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OBSOX has more cash in the bank: 1.91B vs. WCMNX (47.1M). OBSOX (0.00) and WCMNX (0.00) have matching dividends . OBSOX was incepted earlier than WCMNX: OBSOX (29 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than OBSOX (1.26). WCMNX is a more actively managed with annual turnover of: 83.00 vs. OBSOX (61.00). OBSOX (1000) and WCMNX (1000) have matching initial minimum investment requirements. OBSOX annual gain was more profitable for investors over the last year : 9.98 vs. WCMNX (8.34). OBSOX return over 5 years is better than : 44.66 vs. WCMNX (-6.49).
| OBSOX | WCMNX | OBSOX / WCMNX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.26 | 2.04 | 62% |
| Fund Existence | 29 years | 6 years | - |
| Gain YTD | 1.407 | 6.421 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 9.98 | 8.34 | 120% |
| Returns for 3 years | 36.38 | 18.68 | 195% |
| Returns for 5 years | 44.66 | -6.49 | -689% |
| Returns for 10 years | 163.99 | N/A | - |
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