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OFSFX vs WCMJX
OFSFX vs WCMJX Comparison
Open Charts OFSFX vs WCMJX
Olstein Strategic Opportunities Adviser
Price$22.13
Change-$0.19 (-0.85%)
VolumeN/A
Net Assets72.45M
WCM SMID Quality Val Fd Investor
Price$12.44
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets70.36M
OFSFX vs WCMJX Comparison Chart
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OFSFX vs. WCMJX commentary
Jan 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OFSFX (72.4M) and WCMJX (70.4M) have equal amount of cash in the bank . OFSFX pays higher dividends than WCMJX: OFSFX (0.42) vs WCMJX (0.00). OFSFX was incepted earlier than WCMJX: OFSFX (10 years) vs WCMJX (5 years). OFSFX is a more actively managed with annual turnover of: 26.00 vs. WCMJX (22.00). OFSFX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : 4.71 vs. OFSFX (4.21). OFSFX (17.78) and WCMJX (17.14) have equivalent 5 years return.
| OFSFX | WCMJX | OFSFX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 3.702 | 5.603 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.4M | 70.4M | 103% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 4.21 | 4.71 | 89% |
| Returns for 3 years | -5.03 | 17.03 | -30% |
| Returns for 5 years | 17.78 | 17.14 | 104% |
| Returns for 10 years | 20.45 | N/A | - |
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