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OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$21.39
Change-$0.52 (-2.37%)
VolumeN/A
Net Assets65.38M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
OFSFX vs WCMFX Comparison Chart
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OFSFX vs. WCMFX commentary
Feb 23, 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
WCMFX (66.5M) and OFSFX (65.4M) 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). OFSFX annual gain was more profitable for investors over the last year : -0.67 vs. WCMFX (-6.03). OFSFX return over 5 years is better than : 12.95 vs. WCMFX (11.06).
| 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 | 0.234 | -1.085 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.4M | 66.5M | 98% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | -0.67 | -6.03 | 11% |
| Returns for 3 years | -8.82 | 9.72 | -91% |
| Returns for 5 years | 12.95 | 11.06 | 117% |
| Returns for 10 years | 11.59 | N/A | - |
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