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OFSCX vs WCMFX
OFSCX vs WCMFX Comparison
Open Charts OFSCX vs WCMFX
Olstein Strategic Opportunities C
Price$18.36
Change+$0.14 (+0.77%)
VolumeN/A
Net Assets71.41M
WCM SMID Quality Val Fd Institutional
Price$12.51
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets68.73M
OFSCX vs WCMFX Comparison Chart
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OFSCX vs. WCMFX commentary
Jan 31, 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
OFSCX (71.4M) and WCMFX (68.7M) have equal amount of cash in the bank . OFSCX (0.00) and WCMFX (0.00) have matching dividends . OFSCX was incepted earlier than WCMFX: OFSCX (18 years) vs WCMFX (5 years). OFSCX is a more actively managed with annual turnover of: 26.00 vs. WCMFX (22.00). OFSCX has a lower initial minimum investment than WCMFX: OFSCX (1000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 3.68 vs. OFSCX (2.65). WCMFX return over 5 years is better than : 20.06 vs. OFSCX (12.19).
| OFSCX | WCMFX | OFSCX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 3.818 | 3.422 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4M | 68.7M | 104% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.65 | 3.68 | 72% |
| Returns for 3 years | -10.73 | 14.19 | -76% |
| Returns for 5 years | 12.19 | 20.06 | 61% |
| Returns for 10 years | 9.63 | N/A | - |
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