Interact to see
Advertisement
Advertisement
OFSFX vs WCMJX
OFSFX vs WCMJX Comparison
Open Charts OFSFX vs WCMJX
Olstein Strategic Opportunities Adviser
Price$22.10
Change-$0.35 (-1.56%)
VolumeN/A
Net Assets53.11M
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
OFSFX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OFSFX vs. WCMJX commentary
Oct 09, 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: 23.7B vs. OFSFX (53.1M). OFSFX pays higher dividends than WCMJX: OFSFX (0.60) 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 : 1.85 vs. WCMJX (-17.15). WCMJX (25.00) and OFSFX (23.92) have equivalent 5 years return.
| 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 | 5.202 | -3.650 | -142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1M | 23.7B | 0% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | 1.85 | -17.15 | -11% |
| Returns for 3 years | 28.92 | 20.74 | 139% |
| Returns for 5 years | 23.92 | 25.00 | 96% |
| Returns for 10 years | 41.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement