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OFSFX vs WCMJX
OFSFX vs WCMJX Comparison
Open Charts OFSFX vs WCMJX
Olstein Strategic Opportunities Adviser
Price$21.33
Change+$0.13 (+0.61%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.94
Change+$0.08 (+0.67%)
VolumeN/A
CapitalizationN/A
OFSFX vs WCMJX Comparison Chart
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OFSFX vs. WCMJX commentary
Dec 24, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OFSFX (70.2M) and WCMJX (67.1M) 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 : -0.75 vs. OFSFX (-2.03). WCMJX return over 5 years is better than : 13.18 vs. OFSFX (11.70).
| 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 | -2.656 | -1.159 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.2M | 67.1M | 105% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | -2.03 | -0.75 | 272% |
| Returns for 3 years | -10.95 | 6.51 | -168% |
| Returns for 5 years | 11.70 | 13.18 | 89% |
| Returns for 10 years | 14.29 | N/A | - |
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