OFSAX
Price
$20.28
Change
-$0.27 (-1.31%)
Updated
Aug 6 closing price
Net Assets
50.47M
WCMFX
Price
$11.50
Change
-$0.04 (-0.35%)
Updated
Aug 6 closing price
Net Assets
60.2M
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OFSAX vs WCMFX

Header iconOFSAX vs WCMFX Comparison
Open Charts OFSAX vs WCMFXBanner chart's image
Olstein Strategic Opportunities A
Price$20.28
Change-$0.27 (-1.31%)
VolumeN/A
Net Assets50.47M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
OFSAX vs WCMFX Comparison Chart in %
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OFSAX vs. WCMFX commentary
Aug 08, 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 OFSAX is a Hold and WCMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.2M vs. OFSAX (50.5M). OFSAX pays higher dividends than WCMFX: OFSAX (0.39) vs WCMFX (0.00). OFSAX was incepted earlier than WCMFX: OFSAX (19 years) vs WCMFX (6 years). OFSAX (1.77) is less costly to investors than WCMFX (1.45). OFSAX is a more actively managed with annual turnover of: 32.00 vs. WCMFX (15.00). OFSAX has a lower initial minimum investment than WCMFX: OFSAX (1000) vs WCMFX (100000). OFSAX annual gain was more profitable for investors over the last year : -5.48 vs. WCMFX (-13.62). WCMFX return over 5 years is better than : 26.40 vs. OFSAX (24.29).
OFSAXWCMFXOFSAX / WCMFX
Total Expense Ratio1.600.90178%
Annual Report Gross Expense Ratio1.771.45122%
Fund Existence19 years6 years-
Gain YTD-1.628-3.67344%
Front Load6%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets50.5M60.2M84%
Annual Yield % from dividends0.390.00-
Returns for 1 year-5.48-13.6240%
Returns for 3 years4.378.2653%
Returns for 5 years24.2926.4092%
Returns for 10 years23.99N/A-
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