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OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$21.80
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets70.8M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
OFSFX vs WCMFX Comparison Chart
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OFSFX vs. WCMFX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OFSFX (70.8M) and WCMFX (69.1M) have equal amount of cash in the bank . OFSFX pays higher dividends than WCMFX: OFSFX (0.42) vs WCMFX (0.00). OFSFX was incepted earlier than WCMFX: OFSFX (10 years) vs WCMFX (5 years). OFSFX is a more actively managed with annual turnover of: 26.00 vs. WCMFX (22.00). OFSFX has a lower initial minimum investment than WCMFX: OFSFX (1000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 5.50 vs. OFSFX (4.67). WCMFX return over 5 years is better than : 16.43 vs. OFSFX (12.87).
| OFSFX | WCMFX | OFSFX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 2.156 | 4.090 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.8M | 69.1M | 102% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 4.67 | 5.50 | 85% |
| Returns for 3 years | -11.44 | 12.85 | -89% |
| Returns for 5 years | 12.87 | 16.43 | 78% |
| Returns for 10 years | 20.80 | N/A | - |
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