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OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$20.75
Change-$0.28 (-1.33%)
VolumeN/A
Net Assets50.47M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
OFSFX vs WCMFX Comparison Chart in %
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OFSFX vs. WCMFX commentary
Aug 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 OFSFX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.2M vs. OFSFX (50.5M). OFSFX pays higher dividends than WCMFX: OFSFX (0.62) vs WCMFX (0.00). OFSFX was incepted earlier than WCMFX: OFSFX (10 years) vs WCMFX (6 years). OFSFX (1.52) and WCMFX (1.45) have similar cost to investors . OFSFX is a more actively managed with annual turnover of: 32.00 vs. WCMFX (15.00). OFSFX has a lower initial minimum investment than WCMFX: OFSFX (1000) vs WCMFX (100000). OFSFX annual gain was more profitable for investors over the last year : -5.10 vs. WCMFX (-13.62). WCMFX (26.40) and OFSFX (26.29) have equivalent 5 years return.
| OFSFX | WCMFX | OFSFX / WCMFX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 1.52 | 1.45 | 105% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -1.453 | -3.673 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5M | 60.2M | 84% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | -5.10 | -13.62 | 37% |
| Returns for 3 years | 5.38 | 8.26 | 65% |
| Returns for 5 years | 26.29 | 26.40 | 100% |
| Returns for 10 years | 27.58 | N/A | - |
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