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OFSCX vs WCMJX
OFSCX vs WCMJX Comparison
Open Charts OFSCX vs WCMJX
Olstein Strategic Opportunities C
Price$16.31
Change+$0.17 (+1.05%)
VolumeN/A
Net Assets50.65M
WCM SMID Quality Val Fd Investor
Price$11.13
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets60.5M
OFSCX vs WCMJX Comparison Chart
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OFSCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 60.5M vs. OFSCX (50.7M). OFSCX (0.00) and WCMJX (0.00) have matching dividends . OFSCX was incepted earlier than WCMJX: OFSCX (19 years) vs WCMJX (6 years). OFSCX (2.52) is less costly to investors than WCMJX (1.70). OFSCX is a more actively managed with annual turnover of: 32.00 vs. WCMJX (15.00). OFSCX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OFSCX annual gain was more profitable for investors over the last year : -13.04 vs. WCMJX (-14.73). WCMJX return over 5 years is better than : 21.81 vs. OFSCX (7.53).
| OFSCX | WCMJX | OFSCX / WCMJX | |
| Total Expense Ratio | 2.35 | 1.15 | 204% |
| Annual Report Gross Expense Ratio | 2.52 | 1.70 | 148% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -8.034 | -6.112 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -14.73 | 89% |
| Returns for 3 years | -9.48 | 4.05 | -234% |
| Returns for 5 years | 7.53 | 21.81 | 35% |
| Returns for 10 years | -4.55 | N/A | - |
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