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OFSAX vs WCMFX
OFSAX vs WCMFX Comparison
Open Charts OFSAX vs WCMFX
Olstein Strategic Opportunities A
Price$21.17
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets54.22M
WCM SMID Quality Val Fd Institutional
Price$11.81
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets63.2M
OFSAX vs WCMFX Comparison Chart in %
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OFSAX vs. WCMFX commentary
Jul 07, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 63.2M vs. OFSAX (54.2M). OFSAX pays higher dividends than WCMFX: OFSAX (0.40) 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 : 0.65 vs. WCMFX (-10.46). OFSAX (42.64) and WCMFX (40.93) have equivalent 5 years return.
| OFSAX | WCMFX | OFSAX / WCMFX | |
| Total Expense Ratio | 1.60 | 0.90 | 178% |
| Annual Report Gross Expense Ratio | 1.77 | 1.45 | 122% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 1.340 | -1.419 | -94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 63.2M | 86% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | 0.65 | -10.46 | -6% |
| Returns for 3 years | 17.31 | 16.82 | 103% |
| Returns for 5 years | 42.64 | 40.93 | 104% |
| Returns for 10 years | 21.74 | N/A | - |
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