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OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$21.52
Change-$0.86 (-3.84%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
OFSFX vs WCMFX Comparison Chart
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OFSFX vs. WCMFX commentary
Dec 19, 2024
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 StrongSell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OFSFX has more cash in the bank: 73.7M vs. WCMFX (69M). 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 : 4.02 vs. WCMFX (3.56). WCMFX return over 5 years is better than : 19.14 vs. OFSFX (17.44).
| 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 | 2.136 | 2.289 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.7M | 69M | 107% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 4.02 | 3.56 | 113% |
| Returns for 3 years | -5.64 | 11.50 | -49% |
| Returns for 5 years | 17.44 | 19.14 | 91% |
| Returns for 10 years | 21.27 | N/A | - |
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