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OFSFX vs WCMJX
OFSFX vs WCMJX Comparison
Open Charts OFSFX vs WCMJX
Olstein Strategic Opportunities Adviser
Price$19.91
Change+$0.21 (+1.07%)
VolumeN/A
Net Assets50.65M
WCM SMID Quality Val Fd Investor
Price$11.13
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets60.5M
OFSFX vs WCMJX Comparison Chart
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OFSFX vs. WCMJX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 60.5M vs. OFSFX (50.7M). OFSFX pays higher dividends than WCMJX: OFSFX (0.67) 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 : -11.10 vs. WCMJX (-14.73). WCMJX return over 5 years is better than : 21.81 vs. OFSFX (16.57).
| 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 | -7.685 | -6.112 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.7M | 60.5M | 84% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | -11.10 | -14.73 | 75% |
| Returns for 3 years | -5.32 | 4.05 | -132% |
| Returns for 5 years | 16.57 | 21.81 | 76% |
| Returns for 10 years | 9.76 | N/A | - |
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