Interact to see
Advertisement
Advertisement
OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$20.64
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets45.99M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
OFSFX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OFSFX vs. WCMFX commentary
Nov 20, 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
OFSFX has more cash in the bank: 46M vs. WCMFX (5.92M). OFSFX pays higher dividends than WCMFX: OFSFX (0.62) vs WCMFX (0.00). OFSFX was incepted earlier than WCMFX: OFSFX (11 years) vs WCMFX (6 years). OFSFX (1.61) is less costly to investors than WCMFX (1.45). OFSFX is a more actively managed with annual turnover of: 24.00 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 : -12.12 vs. WCMFX (-76.30). OFSFX return over 5 years is better than : 0.00 vs. WCMFX (-65.40).
| OFSFX | WCMFX | OFSFX / WCMFX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 1.61 | 1.45 | 111% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -3.374 | -71.870 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 5.92M | 777% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | -12.12 | -76.30 | 16% |
| Returns for 3 years | 2.26 | -67.31 | -3% |
| Returns for 5 years | 0.00 | -65.40 | -0% |
| Returns for 10 years | 34.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement