Interact to see
Advertisement
Advertisement
OFSAX vs WCMFX
OFSAX vs WCMFX Comparison
Open Charts OFSAX vs WCMFX
Olstein Strategic Opportunities A
Price$21.58
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets48.86M
WCM SMID Quality Val Fd Institutional
Price$3.55
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets2.61M
OFSAX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OFSAX vs. WCMFX commentary
Dec 04, 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: 48.9M vs. WCMFX (2.61M). 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 (1.77) 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 : -10.43 vs. WCMFX (-76.13). OFSAX return over 5 years is better than : 1.78 vs. WCMFX (-64.64).
| 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 | 3.638 | -70.451 | -5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.9M | 2.61M | 1,872% |
| Annual Yield % from dividends | 0.37 | 0.00 | - |
| Returns for 1 year | -10.43 | -76.13 | 14% |
| Returns for 3 years | 7.20 | -66.82 | -11% |
| Returns for 5 years | 1.78 | -64.64 | -3% |
| Returns for 10 years | 40.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement