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OFSCX vs WCMFX
OFSCX vs WCMFX Comparison
Open Charts OFSCX vs WCMFX
Olstein Strategic Opportunities C
Price$15.60
Change+$0.50 (+3.31%)
VolumeN/A
Net Assets48.39M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
OFSCX vs WCMFX Comparison Chart
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OFSCX vs. WCMFX commentary
May 09, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.6M vs. OFSCX (48.4M). 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 (1.27). 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 (-17.48) and WCMFX (-17.73) have marching annual gain over last year. WCMFX return over 5 years is better than : 38.87 vs. OFSCX (23.07).
| OFSCX | WCMFX | OFSCX / WCMFX | |
| Total Expense Ratio | 2.35 | 0.85 | 276% |
| Annual Report Gross Expense Ratio | 2.52 | 1.27 | 198% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -13.675 | -9.349 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 60.6M | 80% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.48 | -17.73 | 99% |
| Returns for 3 years | -14.84 | 5.64 | -263% |
| Returns for 5 years | 23.07 | 38.87 | 59% |
| Returns for 10 years | -12.02 | N/A | - |
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