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OFSCX vs WCMJX
OFSCX vs WCMJX Comparison
Open Charts OFSCX vs WCMJX
Olstein Strategic Opportunities C
Price$18.19
Change-$0.16 (-0.87%)
VolumeN/A
Net Assets72.45M
WCM SMID Quality Val Fd Investor
Price$12.44
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets70.36M
OFSCX vs WCMJX Comparison Chart
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OFSCX vs. WCMJX commentary
Jan 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
OFSCX (72.4M) and WCMJX (70.4M) 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. WCMJX annual gain was more profitable for investors over the last year : 4.71 vs. OFSCX (1.90). WCMJX return over 5 years is better than : 17.14 vs. OFSCX (8.60).
| 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 | 3.647 | 5.603 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.4M | 70.4M | 103% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.90 | 4.71 | 40% |
| Returns for 3 years | -9.23 | 17.03 | -54% |
| Returns for 5 years | 8.60 | 17.14 | 50% |
| Returns for 10 years | 11.32 | N/A | - |
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