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OFSFX vs WCMJX
OFSFX vs WCMJX Comparison
Open Charts OFSFX vs WCMJX
Olstein Strategic Opportunities Adviser
Price$21.46
Change+$0.90 (+4.38%)
VolumeN/A
Net Assets45.83M
WCM SMID Quality Val Fd Investor
Price$3.23
Change+$0.10 (+3.19%)
VolumeN/A
Net Assets5.56M
OFSFX vs WCMJX Comparison Chart in %
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OFSFX vs. WCMJX commentary
Nov 22, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
OFSFX has more cash in the bank: 45.8M vs. WCMJX (5.56M). OFSFX pays higher dividends than WCMJX: OFSFX (0.62) vs WCMJX (0.00). OFSFX was incepted earlier than WCMJX: OFSFX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than OFSFX (1.61). OFSFX is a more actively managed with annual turnover of: 24.00 vs. WCMJX (15.00). OFSFX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OFSFX annual gain was more profitable for investors over the last year : -13.18 vs. WCMJX (-78.14). OFSFX return over 5 years is better than : 0.14 vs. WCMJX (-67.67).
| OFSFX | WCMJX | OFSFX / WCMJX | |
| Total Expense Ratio | 1.35 | 1.15 | 117% |
| Annual Report Gross Expense Ratio | 1.61 | 1.70 | 95% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -3.655 | -73.430 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8M | 5.56M | 823% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | -13.18 | -78.14 | 17% |
| Returns for 3 years | 1.36 | -69.61 | -2% |
| Returns for 5 years | 0.14 | -67.67 | -0% |
| Returns for 10 years | 33.12 | N/A | - |
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