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OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$18.36
Change+$1.59 (+9.48%)
VolumeN/A
Net Assets45.26M
WCM SMID Quality Val Fd Institutional
Price$10.72
Change+$0.78 (+7.85%)
VolumeN/A
Net Assets55.89M
OFSFX vs WCMFX Comparison Chart
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OFSFX vs. WCMFX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 55.9M vs. OFSFX (45.3M). OFSFX pays higher dividends than WCMFX: OFSFX (0.68) vs WCMFX (0.00). OFSFX was incepted earlier than WCMFX: OFSFX (10 years) vs WCMFX (5 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 (22.00). OFSFX has a lower initial minimum investment than WCMFX: OFSFX (1000) vs WCMFX (100000). OFSFX (-25.56) and WCMFX (-26.26) have marching annual gain over last year. WCMFX return over 5 years is better than : 33.96 vs. OFSFX (27.53).
| 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 | 5 years | - |
| Gain YTD | -21.415 | -17.028 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3M | 55.9M | 81% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | -25.56 | -26.26 | 97% |
| Returns for 3 years | -21.31 | -6.84 | 312% |
| Returns for 5 years | 27.53 | 33.96 | 81% |
| Returns for 10 years | -12.51 | N/A | - |
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