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OFSAX vs WCMJX
OFSAX vs WCMJX Comparison
Open Charts OFSAX vs WCMJX
Olstein Strategic Opportunities A
Price$20.93
Change-$0.51 (-2.38%)
VolumeN/A
Net Assets65.38M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
OFSAX vs WCMJX Comparison Chart
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OFSAX vs. WCMJX commentary
Feb 23, 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 (66.5M) and OFSAX (65.4M) 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. OFSAX annual gain was more profitable for investors over the last year : 1.36 vs. WCMJX (-4.66). OFSAX return over 5 years is better than : 13.90 vs. WCMJX (11.25).
| 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 | 2.633 | 0.764 | 345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.4M | 66.5M | 98% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 1.36 | -4.66 | -29% |
| Returns for 3 years | -7.44 | 10.73 | -69% |
| Returns for 5 years | 13.90 | 11.25 | 124% |
| Returns for 10 years | 16.62 | N/A | - |
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