Interact to see
Advertisement
Advertisement
OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$19.91
Change+$0.21 (+1.07%)
VolumeN/A
Net Assets50.65M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
OFSFX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OFSFX vs. WCMFX commentary
Jun 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.5M vs. OFSFX (50.7M). OFSFX pays higher dividends than WCMFX: OFSFX (0.67) 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 : -11.10 vs. WCMFX (-14.31). WCMFX return over 5 years is better than : 23.87 vs. OFSFX (16.57).
| 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 | -7.685 | -6.010 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.7M | 60.5M | 84% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | -11.10 | -14.31 | 78% |
| Returns for 3 years | -5.32 | 5.04 | -106% |
| Returns for 5 years | 16.57 | 23.87 | 69% |
| Returns for 10 years | 9.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement