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OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$22.10
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets52.11M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
OFSFX vs WCMFX Comparison Chart in %
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OFSFX vs. WCMFX commentary
Oct 18, 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: 52.1M vs. WCMFX (21.7M). OFSFX pays higher dividends than WCMFX: OFSFX (0.60) vs WCMFX (0.00). OFSFX was incepted earlier than WCMFX: OFSFX (10 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 : -4.27 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. OFSFX (22.26).
| OFSFX | WCMFX | OFSFX / WCMFX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 1.52 | 1.45 | 105% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 3.561 | -5.509 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1M | 21.7M | 240% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | -4.27 | -20.62 | 21% |
| Returns for 3 years | 21.92 | 16.46 | 133% |
| Returns for 5 years | 22.26 | 23.45 | 95% |
| Returns for 10 years | 42.27 | N/A | - |
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