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OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$21.40
Change-$0.16 (-0.74%)
VolumeN/A
Net Assets48.36M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
OFSFX vs WCMFX Comparison Chart in %
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OFSFX 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 OFSFX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
OFSFX has more cash in the bank: 48.4M vs. WCMFX (7.41M). OFSFX pays higher dividends than WCMFX: OFSFX (0.62) vs WCMFX (0.00). OFSFX was incepted earlier than WCMFX: OFSFX (11 years) vs WCMFX (6 years). OFSFX (1.52) and WCMFX (1.45) have similar cost to investors . OFSFX is a more actively managed with annual turnover of: 24.00 vs. WCMFX (15.00). OFSFX has a lower initial minimum investment than WCMFX: OFSFX (1000) vs WCMFX (100000). OFSFX annual gain was more profitable for investors over the last year : -10.61 vs. WCMFX (-24.81). WCMFX return over 5 years is better than : 15.14 vs. OFSFX (7.87).
| OFSFX | WCMFX | OFSFX / WCMFX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 1.52 | 1.45 | 105% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 1.031 | -7.930 | -13% |
| Front Load | N/A | 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 | 0.62 | 0.00 | - |
| Returns for 1 year | -10.61 | -24.81 | 43% |
| Returns for 3 years | 4.86 | 5.15 | 94% |
| Returns for 5 years | 7.87 | 15.14 | 52% |
| Returns for 10 years | 46.15 | N/A | - |
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