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OFSAX vs WCMFX
OFSAX vs WCMFX Comparison
Open Charts OFSAX vs WCMFX
Olstein Strategic Opportunities A
Price$22.07
Change+$0.23 (+1.05%)
VolumeN/A
Net Assets53.47M
WCM SMID Quality Val Fd Institutional
Price$11.63
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets51.02M
OFSAX vs WCMFX Comparison Chart in %
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OFSAX vs. WCMFX commentary
Oct 06, 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.
FUNDAMENTALS
Fundamentals
OFSAX (53.5M) and WCMFX (51M) have equal amount of cash in the bank . OFSAX pays higher dividends than WCMFX: OFSAX (0.37) 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 : 1.79 vs. WCMFX (-16.15). WCMFX return over 5 years is better than : 34.92 vs. OFSAX (30.81).
| 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 | 5.649 | -2.922 | -193% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.5M | 51M | 105% |
| Annual Yield % from dividends | 0.37 | 0.00 | - |
| Returns for 1 year | 1.79 | -16.15 | -11% |
| Returns for 3 years | 23.52 | 18.31 | 128% |
| Returns for 5 years | 30.81 | 34.92 | 88% |
| Returns for 10 years | 43.23 | N/A | - |
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