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OFSCX vs WCMFX
OFSCX vs WCMFX Comparison
Open Charts OFSCX vs WCMFX
Olstein Strategic Opportunities C
Price$17.73
Change+$0.23 (+1.31%)
VolumeN/A
Net Assets54.22M
WCM SMID Quality Val Fd Institutional
Price$11.81
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets63.2M
OFSCX vs WCMFX Comparison Chart in %
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OFSCX vs. WCMFX commentary
Jul 07, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 63.2M vs. OFSCX (54.2M). 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 : -1.12 vs. WCMFX (-10.46). WCMFX return over 5 years is better than : 40.93 vs. OFSCX (33.71).
| 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 | 1.026 | -1.419 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 63.2M | 86% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.12 | -10.46 | 11% |
| Returns for 3 years | 13.15 | 16.82 | 78% |
| Returns for 5 years | 33.71 | 40.93 | 82% |
| Returns for 10 years | 8.91 | N/A | - |
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