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OFSFX vs WCMJX
OFSFX vs WCMJX Comparison
Open Charts OFSFX vs WCMJX
Olstein Strategic Opportunities Adviser
Price$22.65
Change+$0.94 (+4.33%)
VolumeN/A
Net Assets54.8M
WCM SMID Quality Val Fd Investor
Price$11.89
Change+$0.37 (+3.21%)
VolumeN/A
Net Assets61.01M
OFSFX vs WCMJX Comparison Chart in %
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OFSFX vs. WCMJX commentary
Aug 24, 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
WCMJX has more cash in the bank: 61M vs. OFSFX (54.8M). OFSFX pays higher dividends than WCMJX: OFSFX (0.62) vs WCMJX (0.00). OFSFX was incepted earlier than WCMJX: OFSFX (10 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than OFSFX (1.52). OFSFX is a more actively managed with annual turnover of: 32.00 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 : 0.19 vs. WCMJX (-15.42). OFSFX return over 5 years is better than : 36.34 vs. WCMJX (28.72).
| OFSFX | WCMJX | OFSFX / WCMJX | |
| Total Expense Ratio | 1.35 | 1.15 | 117% |
| Annual Report Gross Expense Ratio | 1.52 | 1.70 | 89% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 6.139 | -2.207 | -278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.8M | 61M | 90% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | 0.19 | -15.42 | -1% |
| Returns for 3 years | 13.66 | 10.77 | 127% |
| Returns for 5 years | 36.34 | 28.72 | 127% |
| Returns for 10 years | 50.80 | N/A | - |
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