Interact to see
Advertisement
Advertisement
OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$22.68
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets54.26M
WCM SMID Quality Val Fd Institutional
Price$12.05
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets62.37M
OFSFX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OFSFX vs. WCMFX commentary
Aug 29, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 62.4M vs. OFSFX (54.3M). 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 : -2.15 vs. WCMFX (-14.23). WCMFX (31.61) and OFSFX (30.40) 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 | 5.623 | 0.083 | 6,736% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.3M | 62.4M | 87% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | -2.15 | -14.23 | 15% |
| Returns for 3 years | 14.82 | 15.73 | 94% |
| Returns for 5 years | 30.40 | 31.61 | 96% |
| Returns for 10 years | 43.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement