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OFSCX vs WCMJX
OFSCX vs WCMJX Comparison
Open Charts OFSCX vs WCMJX
Olstein Strategic Opportunities C
Price$18.04
Change-$0.28 (-1.53%)
VolumeN/A
Net Assets53.11M
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
OFSCX vs WCMJX Comparison Chart in %
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OFSCX vs. WCMJX commentary
Oct 08, 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: 23.7B vs. OFSCX (53.1M). 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 : -0.43 vs. WCMJX (-17.15). WCMJX return over 5 years is better than : 25.00 vs. OFSCX (14.29).
| 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 | 4.387 | -3.650 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1M | 23.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.43 | -17.15 | 3% |
| Returns for 3 years | 23.20 | 20.74 | 112% |
| Returns for 5 years | 14.29 | 25.00 | 57% |
| Returns for 10 years | 22.95 | N/A | - |
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