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OBSOX vs WCMNX
OBSOX vs WCMNX Comparison
Open Charts OBSOX vs WCMNX
Oberweis Small-Cap Opportunities
Price$29.76
Change-$0.15 (-0.50%)
VolumeN/A
Net Assets1.86B
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
OBSOX vs WCMNX Comparison Chart in %
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OBSOX vs. WCMNX commentary
Dec 28, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OBSOX has more cash in the bank: 1.86B vs. WCMNX (44.6M). 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 : 12.60 vs. WCMNX (7.04). OBSOX return over 5 years is better than : 52.69 vs. WCMNX (-5.40).
| 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 | 16.752 | 9.062 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 44.6M | 4,161% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.60 | 7.04 | 179% |
| Returns for 3 years | 55.81 | 32.95 | 169% |
| Returns for 5 years | 52.69 | -5.40 | -976% |
| Returns for 10 years | 115.81 | N/A | - |
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