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OFSAX vs WCMJX
OFSAX vs WCMJX Comparison
Open Charts OFSAX vs WCMJX
Olstein Strategic Opportunities A
Price$17.15
Change-$0.81 (-4.51%)
VolumeN/A
Net Assets49.47M
WCM SMID Quality Val Fd Investor
Price$10.17
Change-$0.37 (-3.51%)
VolumeN/A
Net Assets60.29M
OFSAX vs WCMJX Comparison Chart
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OFSAX vs. WCMJX commentary
Apr 11, 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: 60.3M vs. OFSAX (49.5M). OFSAX pays higher dividends than WCMJX: OFSAX (0.42) vs WCMJX (0.00). OFSAX was incepted earlier than WCMJX: OFSAX (18 years) vs WCMJX (5 years). OFSAX (1.77) is less costly to investors than WCMJX (1.52). OFSAX is a more actively managed with annual turnover of: 32.00 vs. WCMJX (22.00). OFSAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OFSAX annual gain was more profitable for investors over the last year : -16.39 vs. WCMJX (-18.92). WCMJX return over 5 years is better than : 42.24 vs. OFSAX (37.42).
| OFSAX | WCMJX | OFSAX / WCMJX | |
| Total Expense Ratio | 1.60 | 1.10 | 145% |
| Annual Report Gross Expense Ratio | 1.77 | 1.52 | 116% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -14.026 | -10.526 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5M | 60.3M | 82% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | -16.39 | -18.92 | 87% |
| Returns for 3 years | -14.69 | -0.19 | 7,756% |
| Returns for 5 years | 37.42 | 42.24 | 89% |
| Returns for 10 years | -3.20 | N/A | - |
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