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OFSAX vs WCMFX
OFSAX vs WCMFX Comparison
Open Charts OFSAX vs WCMFX
Olstein Strategic Opportunities A
Price$17.96
Change+$1.55 (+9.45%)
VolumeN/A
Net Assets45.26M
WCM SMID Quality Val Fd Institutional
Price$10.72
Change+$0.78 (+7.85%)
VolumeN/A
Net Assets55.89M
OFSAX vs WCMFX Comparison Chart
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OFSAX vs. WCMFX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 55.9M vs. OFSAX (45.3M). OFSAX pays higher dividends than WCMFX: OFSAX (0.42) vs WCMFX (0.00). OFSAX was incepted earlier than WCMFX: OFSAX (18 years) vs WCMFX (5 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 (22.00). OFSAX has a lower initial minimum investment than WCMFX: OFSAX (1000) vs WCMFX (100000). OFSAX (-25.81) and WCMFX (-26.26) have marching annual gain over last year. WCMFX return over 5 years is better than : 33.96 vs. OFSAX (25.56).
| OFSAX | WCMFX | OFSAX / WCMFX | |
| Total Expense Ratio | 1.60 | 0.85 | 188% |
| Annual Report Gross Expense Ratio | 1.77 | 1.27 | 139% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -21.446 | -17.028 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3M | 55.9M | 81% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | -25.81 | -26.26 | 98% |
| Returns for 3 years | -21.98 | -6.84 | 321% |
| Returns for 5 years | 25.56 | 33.96 | 75% |
| Returns for 10 years | -11.70 | N/A | - |
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