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OFSFX vs WCMJX
OFSFX vs WCMJX Comparison
Open Charts OFSFX vs WCMJX
Olstein Strategic Opportunities Adviser
Price$17.53
Change-$0.83 (-4.52%)
VolumeN/A
Net Assets49.47M
WCM SMID Quality Val Fd Investor
Price$10.17
Change-$0.37 (-3.51%)
VolumeN/A
Net Assets60.29M
OFSFX vs WCMJX Comparison Chart
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OFSFX vs. WCMJX commentary
Apr 11, 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: 60.3M vs. OFSFX (49.5M). OFSFX pays higher dividends than WCMJX: OFSFX (0.68) vs WCMJX (0.00). OFSFX was incepted earlier than WCMJX: OFSFX (10 years) vs WCMJX (5 years). OFSFX (1.52) and WCMJX (1.52) have similar cost to investors . OFSFX is a more actively managed with annual turnover of: 32.00 vs. WCMJX (22.00). OFSFX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OFSFX annual gain was more profitable for investors over the last year : -16.10 vs. WCMJX (-18.92). WCMJX return over 5 years is better than : 42.24 vs. OFSFX (39.62).
| OFSFX | WCMJX | OFSFX / WCMJX | |
| Total Expense Ratio | 1.35 | 1.10 | 123% |
| Annual Report Gross Expense Ratio | 1.52 | 1.52 | 100% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -13.964 | -10.526 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5M | 60.3M | 82% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | -16.10 | -18.92 | 85% |
| Returns for 3 years | -13.93 | -0.19 | 7,356% |
| Returns for 5 years | 39.62 | 42.24 | 94% |
| Returns for 10 years | -3.92 | N/A | - |
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