Interact to see
Advertisement
Advertisement
OFSAX vs WCMJX
OFSAX vs WCMJX Comparison
Open Charts OFSAX vs WCMJX
Olstein Strategic Opportunities A
Price$21.59
Change-$0.34 (-1.55%)
VolumeN/A
Net Assets53.11M
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
OFSAX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OFSAX vs. WCMJX commentary
Oct 09, 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: 23.7B vs. OFSAX (53.1M). OFSAX pays higher dividends than WCMJX: OFSAX (0.37) 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 : 1.43 vs. WCMJX (-17.15). WCMJX return over 5 years is better than : 25.00 vs. OFSAX (21.99).
| 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 | 4.978 | -3.650 | -136% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1M | 23.7B | 0% |
| Annual Yield % from dividends | 0.37 | 0.00 | - |
| Returns for 1 year | 1.43 | -17.15 | -8% |
| Returns for 3 years | 27.72 | 20.74 | 134% |
| Returns for 5 years | 21.99 | 25.00 | 88% |
| Returns for 10 years | 37.52 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFSD | 48.30 | 0.05 | +0.10% |
| Dimensional Short-Duration Fixed Inc ETF | |||
| NAZ | 11.99 | 0.01 | +0.08% |
| Nuveen Arizona Quality Municipal Income Fund | |||
| QCON | 47.92 | N/A | N/A |
| American Century Quality Convertible Securities ETF | |||
| FEPI | 47.25 | -0.03 | -0.06% |
| REX FANG & Innovation Equity Prm Inc ETF | |||
| SPIN | 31.72 | -0.12 | -0.38% |
| SPDR SSGA US Equity Premium Income ETF | |||