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OFSAX vs WCMJX
OFSAX vs WCMJX Comparison
Open Charts OFSAX vs WCMJX
Olstein Strategic Opportunities A
Price$20.16
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets45.99M
WCM SMID Quality Val Fd Investor
Price$3.18
Change+$0.01 (+0.32%)
VolumeN/A
Net Assets5.92M
OFSAX vs WCMJX Comparison Chart in %
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OFSAX vs. WCMJX commentary
Nov 20, 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
OFSAX has more cash in the bank: 46M vs. WCMJX (5.92M). OFSAX pays higher dividends than WCMJX: OFSAX (0.38) vs WCMJX (0.00). OFSAX was incepted earlier than WCMJX: OFSAX (19 years) vs WCMJX (6 years). OFSAX (1.88) is less costly to investors than WCMJX (1.70). OFSAX is a more actively managed with annual turnover of: 24.00 vs. WCMJX (15.00). OFSAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OFSAX annual gain was more profitable for investors over the last year : -12.42 vs. WCMJX (-77.39). OFSAX return over 5 years is better than : -1.59 vs. WCMJX (-67.35).
| OFSAX | WCMJX | OFSAX / WCMJX | |
| Total Expense Ratio | 1.60 | 1.15 | 139% |
| Annual Report Gross Expense Ratio | 1.88 | 1.70 | 111% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -3.590 | -73.090 | 5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 5.92M | 777% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | -12.42 | -77.39 | 16% |
| Returns for 3 years | 1.37 | -68.98 | -2% |
| Returns for 5 years | -1.59 | -67.35 | 2% |
| Returns for 10 years | 30.70 | N/A | - |
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