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OFSAX vs WCMFX
OFSAX vs WCMFX Comparison
Open Charts OFSAX vs WCMFX
Olstein Strategic Opportunities A
Price$18.62
Change+$0.60 (+3.33%)
VolumeN/A
Net Assets48.39M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
OFSAX vs WCMFX Comparison Chart
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OFSAX vs. WCMFX commentary
May 09, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.6M vs. OFSAX (48.4M). OFSAX pays higher dividends than WCMFX: OFSAX (0.45) 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 (1.27). 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 : -15.95 vs. WCMFX (-17.73). WCMFX return over 5 years is better than : 38.87 vs. OFSAX (31.33).
| OFSAX | WCMFX | OFSAX / WCMFX | |
| Total Expense Ratio | 1.60 | 0.85 | 188% |
| Annual Report Gross Expense Ratio | 1.77 | 1.27 | 139% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -13.451 | -9.349 | 144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 60.6M | 80% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | -15.95 | -17.73 | 90% |
| Returns for 3 years | -11.66 | 5.64 | -207% |
| Returns for 5 years | 31.33 | 38.87 | 81% |
| Returns for 10 years | -1.61 | N/A | - |
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