Interact to see
Advertisement
Advertisement
OFSFX vs WCMJX
OFSFX vs WCMJX Comparison
Open Charts OFSFX vs WCMJX
Olstein Strategic Opportunities Adviser
Price$20.64
Change-$0.56 (-2.64%)
VolumeN/A
Net Assets50.31M
WCM SMID Quality Val Fd Investor
Price$11.16
Change-$0.16 (-1.41%)
VolumeN/A
Net Assets59.51M
OFSFX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OFSFX vs. WCMJX commentary
Aug 03, 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
WCMJX has more cash in the bank: 59.5M vs. OFSFX (50.3M). 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 : -11.73 vs. WCMJX (-17.88). OFSFX return over 5 years is better than : 32.45 vs. WCMJX (27.84).
| 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 | -3.280 | -5.263 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.3M | 59.5M | 85% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | -11.73 | -17.88 | 66% |
| Returns for 3 years | 3.68 | 5.38 | 68% |
| Returns for 5 years | 32.45 | 27.84 | 117% |
| Returns for 10 years | 24.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement