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OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$22.32
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets53.74M
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
OFSFX vs WCMFX Comparison Chart in %
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OFSFX vs. WCMFX commentary
Sep 18, 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: 60.7M vs. OFSFX (53.7M). OFSFX pays higher dividends than WCMFX: OFSFX (0.59) 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 : -0.35 vs. WCMFX (-15.60). WCMFX return over 5 years is better than : 37.31 vs. OFSFX (31.34).
| 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 | 4.920 | -2.003 | -246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 60.7M | 88% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -0.35 | -15.60 | 2% |
| Returns for 3 years | 21.53 | 18.83 | 114% |
| Returns for 5 years | 31.34 | 37.31 | 84% |
| Returns for 10 years | 46.18 | N/A | - |
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