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OFSCX vs WCMFX
OFSCX vs WCMFX Comparison
Open Charts OFSCX vs WCMFX
Olstein Strategic Opportunities C
Price$16.88
Change-$0.45 (-2.60%)
VolumeN/A
Net Assets50.31M
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.15 (-1.30%)
VolumeN/A
Net Assets59.51M
OFSCX vs WCMFX Comparison Chart in %
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OFSCX vs. WCMFX commentary
Aug 03, 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 OFSCX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 59.5M vs. OFSCX (50.3M). OFSCX (0.00) and WCMFX (0.00) have matching dividends . OFSCX was incepted earlier than WCMFX: OFSCX (19 years) vs WCMFX (6 years). OFSCX (2.52) is less costly to investors than WCMFX (1.45). OFSCX is a more actively managed with annual turnover of: 32.00 vs. WCMFX (15.00). OFSCX has a lower initial minimum investment than WCMFX: OFSCX (1000) vs WCMFX (100000). OFSCX annual gain was more profitable for investors over the last year : -13.66 vs. WCMFX (-17.49). WCMFX return over 5 years is better than : 29.79 vs. OFSCX (22.14).
| OFSCX | WCMFX | OFSCX / WCMFX | |
| Total Expense Ratio | 2.35 | 0.90 | 261% |
| Annual Report Gross Expense Ratio | 2.52 | 1.45 | 174% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -3.818 | -5.092 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.3M | 59.5M | 85% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.66 | -17.49 | 78% |
| Returns for 3 years | -0.88 | 6.46 | -14% |
| Returns for 5 years | 22.14 | 29.79 | 74% |
| Returns for 10 years | 8.00 | N/A | - |