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OFSCX vs WCMJX
OFSCX vs WCMJX Comparison
Open Charts OFSCX vs WCMJX
Olstein Strategic Opportunities C
Price$16.88
Change-$0.45 (-2.60%)
VolumeN/A
Net Assets50.31M
WCM SMID Quality Val Fd Investor
Price$11.16
Change-$0.16 (-1.41%)
VolumeN/A
Net Assets59.51M
OFSCX vs WCMJX Comparison Chart in %
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OFSCX vs. WCMJX commentary
Aug 03, 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: 59.5M vs. OFSCX (50.3M). 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 : -13.66 vs. WCMJX (-17.88). WCMJX return over 5 years is better than : 27.84 vs. OFSCX (22.14).
| 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 | -3.818 | -5.263 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.3M | 59.5M | 85% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.66 | -17.88 | 76% |
| Returns for 3 years | -0.88 | 5.38 | -16% |
| Returns for 5 years | 22.14 | 27.84 | 80% |
| Returns for 10 years | 8.00 | N/A | - |
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