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OFSAX vs WCMJX
OFSAX vs WCMJX Comparison
Open Charts OFSAX vs WCMJX
Olstein Strategic Opportunities A
Price$20.17
Change-$0.55 (-2.65%)
VolumeN/A
Net Assets50.31M
WCM SMID Quality Val Fd Investor
Price$11.16
Change-$0.16 (-1.41%)
VolumeN/A
Net Assets59.51M
OFSAX vs WCMJX Comparison Chart in %
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OFSAX vs. WCMJX commentary
Aug 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 59.5M vs. OFSAX (50.3M). OFSAX pays higher dividends than WCMJX: OFSAX (0.39) vs WCMJX (0.00). OFSAX was incepted earlier than WCMJX: OFSAX (19 years) vs WCMJX (6 years). OFSAX (1.77) and WCMJX (1.70) have similar cost to investors . OFSAX is a more actively managed with annual turnover of: 32.00 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 : -12.06 vs. WCMJX (-17.88). OFSAX return over 5 years is better than : 30.39 vs. WCMJX (27.84).
| OFSAX | WCMJX | OFSAX / WCMJX | |
| Total Expense Ratio | 1.60 | 1.15 | 139% |
| Annual Report Gross Expense Ratio | 1.77 | 1.70 | 104% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -3.447 | -5.263 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.3M | 59.5M | 85% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -12.06 | -17.88 | 67% |
| Returns for 3 years | 2.70 | 5.38 | 50% |
| Returns for 5 years | 30.39 | 27.84 | 109% |
| Returns for 10 years | 20.69 | N/A | - |
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