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OFSAX vs WCMFX
OFSAX vs WCMFX Comparison
Open Charts OFSAX vs WCMFX
Olstein Strategic Opportunities A
Price$21.07
Change-$0.84 (-3.83%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
OFSAX vs WCMFX Comparison Chart
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OFSAX vs. WCMFX commentary
Dec 19, 2024
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 StrongSell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OFSAX has more cash in the bank: 73.7M vs. WCMFX (69M). OFSAX pays higher dividends than WCMFX: OFSAX (0.09) vs WCMFX (0.00). OFSAX was incepted earlier than WCMFX: OFSAX (18 years) vs WCMFX (5 years). OFSAX is a more actively managed with annual turnover of: 26.00 vs. WCMFX (22.00). OFSAX has a lower initial minimum investment than WCMFX: OFSAX (1000) vs WCMFX (100000). OFSAX (3.63) and WCMFX (3.56) have marching annual gain over last year. WCMFX return over 5 years is better than : 19.14 vs. OFSAX (15.61).
| OFSAX | WCMFX | OFSAX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 1.804 | 2.289 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.7M | 69M | 107% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 3.63 | 3.56 | 102% |
| Returns for 3 years | -6.49 | 11.50 | -56% |
| Returns for 5 years | 15.61 | 19.14 | 82% |
| Returns for 10 years | 27.53 | N/A | - |
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