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OFSFX vs WCMFX
OFSFX vs WCMFX Comparison
Open Charts OFSFX vs WCMFX
Olstein Strategic Opportunities Adviser
Price$22.32
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets46.77M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
OFSFX vs WCMFX Comparison Chart in %
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OFSFX 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 OFSFX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OFSFX has more cash in the bank: 46.8M vs. WCMFX (1.61M). OFSFX pays higher dividends than WCMFX: OFSFX (0.60) vs WCMFX (0.00). OFSFX was incepted earlier than WCMFX: OFSFX (11 years) vs WCMFX (6 years). OFSFX (1.61) is less costly to investors than WCMFX (1.45). 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 : 3.72 vs. WCMFX (-70.39). OFSFX return over 5 years is better than : 0.53 vs. WCMFX (-65.45).
| OFSFX | WCMFX | OFSFX / WCMFX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 1.61 | 1.45 | 111% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 4.405 | -69.866 | -6% |
| Front Load | N/A | 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 | 0.60 | 0.00 | - |
| Returns for 1 year | 3.72 | -70.39 | -5% |
| Returns for 3 years | 17.53 | -63.72 | -28% |
| Returns for 5 years | 0.53 | -65.45 | -1% |
| Returns for 10 years | 60.16 | N/A | - |
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