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OFSCX vs WCMJX
OFSCX vs WCMJX Comparison
Open Charts OFSCX vs WCMJX
Olstein Strategic Opportunities C
Price$17.57
Change-$0.43 (-2.39%)
VolumeN/A
Net Assets65.38M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
OFSCX vs WCMJX Comparison Chart
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OFSCX vs. WCMJX commentary
Feb 23, 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 (66.5M) and OFSCX (65.4M) have equal amount of cash in the bank . OFSCX (0.00) and WCMJX (0.00) have matching dividends . OFSCX was incepted earlier than WCMJX: OFSCX (18 years) vs WCMJX (5 years). OFSCX is a more actively managed with annual turnover of: 26.00 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 : -0.50 vs. WCMJX (-4.66). WCMJX return over 5 years is better than : 11.25 vs. OFSCX (6.70).
| OFSCX | WCMJX | OFSCX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 2.564 | 0.764 | 336% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.4M | 66.5M | 98% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.50 | -4.66 | 11% |
| Returns for 3 years | -10.71 | 10.73 | -100% |
| Returns for 5 years | 6.70 | 11.25 | 60% |
| Returns for 10 years | 4.35 | N/A | - |
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