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OFSCX vs WCMFX
OFSCX vs WCMFX Comparison
Open Charts OFSCX vs WCMFX
Olstein Strategic Opportunities C
Price$15.06
Change+$1.30 (+9.45%)
VolumeN/A
Net Assets45.26M
WCM SMID Quality Val Fd Institutional
Price$10.72
Change+$0.78 (+7.85%)
VolumeN/A
Net Assets55.89M
OFSCX vs WCMFX Comparison Chart
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OFSCX vs. WCMFX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 55.9M vs. OFSCX (45.3M). OFSCX (0.00) and WCMFX (0.00) have matching dividends . OFSCX was incepted earlier than WCMFX: OFSCX (18 years) vs WCMFX (5 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 (22.00). OFSCX has a lower initial minimum investment than WCMFX: OFSCX (1000) vs WCMFX (100000). WCMFX (-26.26) and OFSCX (-27.16) have marching annual gain over last year. WCMFX return over 5 years is better than : 33.96 vs. OFSCX (17.61).
| OFSCX | WCMFX | OFSCX / WCMFX | |
| Total Expense Ratio | 2.35 | 0.85 | 276% |
| Annual Report Gross Expense Ratio | 2.52 | 1.27 | 198% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -21.595 | -17.028 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3M | 55.9M | 81% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -27.16 | -26.26 | 103% |
| Returns for 3 years | -24.77 | -6.84 | 362% |
| Returns for 5 years | 17.61 | 33.96 | 52% |
| Returns for 10 years | -21.01 | N/A | - |
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