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OFSCX vs WCMJX
OFSCX vs WCMJX Comparison
Open Charts OFSCX vs WCMJX
Olstein Strategic Opportunities C
Price$14.38
Change-$0.68 (-4.52%)
VolumeN/A
Net Assets49.47M
WCM SMID Quality Val Fd Investor
Price$10.17
Change-$0.37 (-3.51%)
VolumeN/A
Net Assets60.29M
OFSCX vs WCMJX Comparison Chart
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OFSCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 60.3M vs. OFSCX (49.5M). OFSCX (0.00) and WCMJX (0.00) have matching dividends . OFSCX was incepted earlier than WCMJX: OFSCX (18 years) vs WCMJX (5 years). OFSCX (2.52) is less costly to investors than WCMJX (1.52). OFSCX is a more actively managed with annual turnover of: 32.00 vs. WCMJX (22.00). OFSCX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OFSCX annual gain was more profitable for investors over the last year : -17.93 vs. WCMJX (-18.92). WCMJX return over 5 years is better than : 42.24 vs. OFSCX (28.72).
| OFSCX | WCMJX | OFSCX / WCMJX | |
| Total Expense Ratio | 2.35 | 1.10 | 214% |
| Annual Report Gross Expense Ratio | 2.52 | 1.52 | 166% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -14.188 | -10.526 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5M | 60.3M | 82% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.93 | -18.92 | 95% |
| Returns for 3 years | -17.75 | -0.19 | 9,372% |
| Returns for 5 years | 28.72 | 42.24 | 68% |
| Returns for 10 years | -13.40 | N/A | - |
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