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OFSFX vs WCMJX
OFSFX vs WCMJX Comparison
Open Charts OFSFX vs WCMJX
Olstein Strategic Opportunities Adviser
Price$23.31
Change+$0.13 (+0.56%)
VolumeN/A
Net Assets47.54M
WCM SMID Quality Val Fd Investor
Price$3.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
OFSFX vs WCMJX Comparison Chart in %
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OFSFX vs. WCMJX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 22.5B vs. OFSFX (47.5M). OFSFX pays higher dividends than WCMJX: OFSFX (0.26) vs WCMJX (0.00). OFSFX was incepted earlier than WCMJX: OFSFX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than OFSFX (1.61). 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 : 11.02 vs. WCMJX (-70.33). OFSFX return over 5 years is better than : -2.32 vs. WCMJX (-67.79).
| OFSFX | WCMJX | OFSFX / WCMJX | |
| Total Expense Ratio | 1.35 | 1.15 | 117% |
| Annual Report Gross Expense Ratio | 1.61 | 1.70 | 95% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.780 | 5.988 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.5M | 22.5B | 0% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 11.02 | -70.33 | -16% |
| Returns for 3 years | 9.45 | -66.76 | -14% |
| Returns for 5 years | -2.32 | -67.79 | 3% |
| Returns for 10 years | 96.02 | N/A | - |
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