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OSTGX vs WCMLX
OSTGX vs WCMLX Comparison
Open Charts OSTGX vs WCMLX
Osterweis Opportunity Fund
Price$16.63
Change-$0.09 (-0.54%)
VolumeN/A
Net Assets303.22M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
OSTGX vs WCMLX Comparison Chart in %
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OSTGX 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 OSTGX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
OSTGX has more cash in the bank: 303M vs. WCMLX (43M). OSTGX (0.00) and WCMLX (0.00) have matching dividends . OSTGX was incepted earlier than WCMLX: OSTGX (9 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than OSTGX (1.19). OSTGX is a more actively managed with annual turnover of: 137.00 vs. WCMLX (83.00). OSTGX has a lower initial minimum investment than WCMLX: OSTGX (5000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 1.70 vs. OSTGX (-8.58). WCMLX return over 5 years is better than : 12.48 vs. OSTGX (-13.02).
| OSTGX | WCMLX | OSTGX / WCMLX | |
| Total Expense Ratio | 1.12 | 0.99 | 113% |
| Annual Report Gross Expense Ratio | 1.19 | 1.79 | 66% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -3.762 | 7.232 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 43M | 705% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.58 | 1.70 | -506% |
| Returns for 3 years | 45.88 | 33.88 | 135% |
| Returns for 5 years | -13.02 | 12.48 | -104% |
| Returns for 10 years | N/A | N/A | - |
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