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OFSFX vs WCMJX
OFSFX vs WCMJX Comparison
Open Charts OFSFX vs WCMJX
Olstein Strategic Opportunities Adviser
Price$22.10
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets52.11M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
OFSFX vs WCMJX Comparison Chart in %
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OFSFX vs. WCMJX commentary
Oct 19, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
OFSFX has more cash in the bank: 52.1M vs. WCMJX (21.8M). OFSFX pays higher dividends than WCMJX: OFSFX (0.60) vs WCMJX (0.00). OFSFX was incepted earlier than WCMJX: OFSFX (10 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than OFSFX (1.52). OFSFX is a more actively managed with annual turnover of: 24.00 vs. WCMJX (15.00). OFSFX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OFSFX annual gain was more profitable for investors over the last year : -4.27 vs. WCMJX (-21.05). OFSFX (22.26) and WCMJX (21.44) have equivalent 5 years return.
| OFSFX | WCMJX | OFSFX / WCMJX | |
| Total Expense Ratio | 1.35 | 1.15 | 117% |
| Annual Report Gross Expense Ratio | 1.52 | 1.70 | 89% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 3.561 | -5.772 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1M | 21.8M | 239% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | -4.27 | -21.05 | 20% |
| Returns for 3 years | 21.92 | 15.26 | 144% |
| Returns for 5 years | 22.26 | 21.44 | 104% |
| Returns for 10 years | 42.27 | N/A | - |
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