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OFSAX vs WCMJX
OFSAX vs WCMJX Comparison
Open Charts OFSAX vs WCMJX
Olstein Strategic Opportunities A
Price$22.14
Change+$0.93 (+4.38%)
VolumeN/A
Net Assets54.8M
WCM SMID Quality Val Fd Investor
Price$11.89
Change+$0.37 (+3.21%)
VolumeN/A
Net Assets61.01M
OFSAX vs WCMJX Comparison Chart in %
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OFSAX vs. WCMJX commentary
Aug 24, 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 Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 61M vs. OFSAX (54.8M). 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 : -0.18 vs. WCMJX (-15.42). OFSAX return over 5 years is better than : 34.23 vs. WCMJX (28.72).
| 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 | 5.984 | -2.207 | -271% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.8M | 61M | 90% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -0.18 | -15.42 | 1% |
| Returns for 3 years | 12.68 | 10.77 | 118% |
| Returns for 5 years | 34.23 | 28.72 | 119% |
| Returns for 10 years | 46.62 | N/A | - |
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