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OFSAX vs WCMJX
OFSAX vs WCMJX Comparison
Open Charts OFSAX vs WCMJX
Olstein Strategic Opportunities A
Price$20.88
Change+$0.12 (+0.58%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.94
Change+$0.08 (+0.67%)
VolumeN/A
CapitalizationN/A
OFSAX vs WCMJX Comparison Chart
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OFSAX vs. WCMJX commentary
Dec 24, 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 StrongSell and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OFSAX (70.2M) and WCMJX (67.1M) 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 : -0.75 vs. OFSAX (-2.39). WCMJX return over 5 years is better than : 13.18 vs. OFSAX (10.00).
| 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 | -2.982 | -1.159 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.2M | 67.1M | 105% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | -2.39 | -0.75 | 320% |
| Returns for 3 years | -11.75 | 6.51 | -180% |
| Returns for 5 years | 10.00 | 13.18 | 76% |
| Returns for 10 years | 19.25 | N/A | - |
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