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OFSAX vs WCMFX
OFSAX vs WCMFX Comparison
Open Charts OFSAX vs WCMFX
Olstein Strategic Opportunities A
Price$21.86
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets71.41M
WCM SMID Quality Val Fd Institutional
Price$12.51
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets68.73M
OFSAX vs WCMFX Comparison Chart
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OFSAX vs. WCMFX commentary
Jan 31, 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
OFSAX (71.4M) and WCMFX (68.7M) have equal amount of cash in the bank . 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 annual gain was more profitable for investors over the last year : 4.56 vs. WCMFX (3.68). WCMFX (20.06) and OFSAX (19.73) have equivalent 5 years return.
| 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 | 3.830 | 3.422 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4M | 68.7M | 104% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 4.56 | 3.68 | 124% |
| Returns for 3 years | -7.51 | 14.19 | -53% |
| Returns for 5 years | 19.73 | 20.06 | 98% |
| Returns for 10 years | 22.55 | N/A | - |
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