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OFSAX vs WCMFX
OFSAX vs WCMFX Comparison
Open Charts OFSAX vs WCMFX
Olstein Strategic Opportunities A
Price$20.90
Change-$0.15 (-0.71%)
VolumeN/A
Net Assets48.36M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
OFSAX vs WCMFX Comparison Chart in %
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OFSAX vs. WCMFX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
OFSAX has more cash in the bank: 48.4M vs. WCMFX (7.41M). OFSAX pays higher dividends than WCMFX: OFSAX (0.38) vs WCMFX (0.00). OFSAX was incepted earlier than WCMFX: OFSAX (19 years) vs WCMFX (6 years). OFSAX (1.77) 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 : -10.97 vs. WCMFX (-24.81). WCMFX return over 5 years is better than : 15.14 vs. OFSAX (6.11).
| OFSAX | WCMFX | OFSAX / WCMFX | |
| Total Expense Ratio | 1.60 | 0.90 | 178% |
| Annual Report Gross Expense Ratio | 1.77 | 1.45 | 122% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 0.766 | -7.930 | -10% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 7.41M | 654% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | -10.97 | -24.81 | 44% |
| Returns for 3 years | 3.87 | 5.15 | 75% |
| Returns for 5 years | 6.11 | 15.14 | 40% |
| Returns for 10 years | 41.93 | N/A | - |
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