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OFSAX vs WCMFX
OFSAX vs WCMFX Comparison
Open Charts OFSAX vs WCMFX
Olstein Strategic Opportunities A
Price$19.47
Change+$0.21 (+1.09%)
VolumeN/A
Net Assets50.65M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
OFSAX vs WCMFX Comparison Chart
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OFSAX vs. WCMFX commentary
Jun 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.5M vs. OFSAX (50.7M). OFSAX pays higher dividends than WCMFX: OFSAX (0.42) 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 : -11.45 vs. WCMFX (-14.31). WCMFX return over 5 years is better than : 23.87 vs. OFSAX (14.69).
| 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 | -7.803 | -6.010 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.7M | 60.5M | 84% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | -11.45 | -14.31 | 80% |
| Returns for 3 years | -6.16 | 5.04 | -122% |
| Returns for 5 years | 14.69 | 23.87 | 62% |
| Returns for 10 years | 6.67 | N/A | - |
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