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OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$21.66
Change+$0.28 (+1.31%)
VolumeN/A
Net Assets54.22M
WCM SMID Quality Val Fd Institutional
Price$11.81
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets63.2M
OFSFX vs WCMFX Comparison Chart in %
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OFSFX vs. WCMFX commentary
Jul 07, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 63.2M vs. OFSFX (54.2M). OFSFX pays higher dividends than WCMFX: OFSFX (0.64) 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 : 1.05 vs. WCMFX (-10.46). OFSFX return over 5 years is better than : 44.98 vs. WCMFX (40.93).
| 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 | 1.500 | -1.419 | -106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 63.2M | 86% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 1.05 | -10.46 | -10% |
| Returns for 3 years | 18.40 | 16.82 | 109% |
| Returns for 5 years | 44.98 | 40.93 | 110% |
| Returns for 10 years | 25.31 | N/A | - |
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