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OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$19.04
Change+$0.61 (+3.31%)
VolumeN/A
Net Assets48.39M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
OFSFX vs WCMFX Comparison Chart
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OFSFX vs. WCMFX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.6M vs. OFSFX (48.4M). OFSFX pays higher dividends than WCMFX: OFSFX (0.72) vs WCMFX (0.00). OFSFX was incepted earlier than WCMFX: OFSFX (10 years) vs WCMFX (6 years). OFSFX (1.52) is less costly to investors than WCMFX (1.27). 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 : -15.66 vs. WCMFX (-17.73). WCMFX return over 5 years is better than : 38.87 vs. OFSFX (33.41).
| OFSFX | WCMFX | OFSFX / WCMFX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.52 | 1.27 | 120% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -13.402 | -9.349 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 60.6M | 80% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | -15.66 | -17.73 | 88% |
| Returns for 3 years | -10.89 | 5.64 | -193% |
| Returns for 5 years | 33.41 | 38.87 | 86% |
| Returns for 10 years | -3.21 | N/A | - |
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