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OFSAX vs WCMJX
OFSAX vs WCMJX Comparison
Open Charts OFSAX vs WCMJX
Olstein Strategic Opportunities A
Price$21.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.19
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OFSAX vs WCMJX Comparison Chart
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OFSAX vs. WCMJX commentary
Sep 16, 2024
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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OFSAX (77.1M) and WCMJX (74.9M) have equal amount of cash in the bank . OFSAX pays higher dividends than WCMJX: OFSAX (0.09) vs WCMJX (0.00). OFSAX was incepted earlier than WCMJX: OFSAX (18 years) vs WCMJX (5 years). OFSAX is a more actively managed with annual turnover of: 26.00 vs. WCMJX (22.00). OFSAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : 20.02 vs. OFSAX (12.93).
| OFSAX | WCMJX | OFSAX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 1.481 | 12.666 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.1M | 74.9M | 103% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 12.93 | 20.02 | 65% |
| Returns for 3 years | -16.83 | 17.94 | -94% |
| Returns for 5 years | 23.41 | N/A | - |
| Returns for 10 years | 19.83 | N/A | - |
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