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OFSCX vs WCMFX
OFSCX vs WCMFX Comparison
Open Charts OFSCX vs WCMFX
Olstein Strategic Opportunities C
Price$16.31
Change+$0.17 (+1.05%)
VolumeN/A
Net Assets50.65M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
OFSCX vs WCMFX Comparison Chart
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OFSCX vs. WCMFX commentary
Jun 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.5M vs. OFSCX (50.7M). 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 : -13.04 vs. WCMFX (-14.31). WCMFX return over 5 years is better than : 23.87 vs. OFSCX (7.53).
| 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 | -8.034 | -6.010 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.7M | 60.5M | 84% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.04 | -14.31 | 91% |
| Returns for 3 years | -9.48 | 5.04 | -188% |
| Returns for 5 years | 7.53 | 23.87 | 32% |
| Returns for 10 years | -4.55 | N/A | - |
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