OFSAX
Price
$21.66
Change
-$0.18 (-0.82%)
Updated
Jan 22 closing price
Net Assets
72.45M
WCMJX
Price
$12.44
Change
-$0.04 (-0.32%)
Updated
Jan 22 closing price
Net Assets
70.36M
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OFSAX vs WCMJX

Header iconOFSAX vs WCMJX Comparison
Open Charts OFSAX vs WCMJXBanner chart's image
Olstein Strategic Opportunities A
Price$21.66
Change-$0.18 (-0.82%)
VolumeN/A
Net Assets72.45M
WCM SMID Quality Val Fd Investor
Price$12.44
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets70.36M
OFSAX vs WCMJX Comparison Chart
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OFSAX vs. WCMJX commentary
Jan 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.

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FUNDAMENTALS
Fundamentals
OFSAX (72.4M) and WCMJX (70.4M) 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. WCMJX annual gain was more profitable for investors over the last year : 4.71 vs. OFSAX (3.81). WCMJX return over 5 years is better than : 17.14 vs. OFSAX (15.99).
OFSAXWCMJXOFSAX / WCMJX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years5 years-
Gain YTD3.6865.60366%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets72.4M70.4M103%
Annual Yield % from dividends0.090.00-
Returns for 1 year3.814.7181%
Returns for 3 years-5.8817.03-35%
Returns for 5 years15.9917.1493%
Returns for 10 years24.49N/A-
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