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OFSAX vs WCMFX
OFSAX vs WCMFX Comparison
Open Charts OFSAX vs WCMFX
Olstein Strategic Opportunities A
Price$21.84
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets46.77M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
OFSAX vs WCMFX Comparison Chart in %
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OFSAX vs. WCMFX commentary
Dec 27, 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 OFSAX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OFSAX has more cash in the bank: 46.8M vs. WCMFX (1.61M). OFSAX pays higher dividends than WCMFX: OFSAX (0.37) vs WCMFX (0.00). OFSAX was incepted earlier than WCMFX: OFSAX (19 years) vs WCMFX (6 years). OFSAX (1.88) is less costly to investors than WCMFX (1.45). OFSAX is a more actively managed with annual turnover of: 24.00 vs. WCMFX (15.00). OFSAX has a lower initial minimum investment than WCMFX: OFSAX (1000) vs WCMFX (100000). OFSAX annual gain was more profitable for investors over the last year : 3.66 vs. WCMFX (-70.39). OFSAX return over 5 years is better than : -0.90 vs. WCMFX (-65.45).
| OFSAX | WCMFX | OFSAX / WCMFX | |
| Total Expense Ratio | 1.60 | 0.90 | 178% |
| Annual Report Gross Expense Ratio | 1.88 | 1.45 | 130% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 4.308 | -69.866 | -6% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 1.61M | 2,901% |
| Annual Yield % from dividends | 0.37 | 0.00 | - |
| Returns for 1 year | 3.66 | -70.39 | -5% |
| Returns for 3 years | 16.69 | -63.72 | -26% |
| Returns for 5 years | -0.90 | -65.45 | 1% |
| Returns for 10 years | 55.92 | N/A | - |
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