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OFSFX vs WCMJX
OFSFX vs WCMJX Comparison
Open Charts OFSFX vs WCMJX
Olstein Strategic Opportunities Adviser
Price$21.40
Change-$0.16 (-0.74%)
VolumeN/A
Net Assets48.36M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
OFSFX vs WCMJX Comparison Chart in %
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OFSFX vs. WCMJX 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 Buy and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
OFSFX has more cash in the bank: 48.4M vs. WCMJX (7.41M). OFSFX pays higher dividends than WCMJX: OFSFX (0.62) 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 (1.52). 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 : -10.61 vs. WCMJX (-25.56). WCMJX return over 5 years is better than : 11.94 vs. OFSFX (7.07).
| OFSFX | WCMJX | OFSFX / WCMJX | |
| Total Expense Ratio | 1.35 | 1.15 | 117% |
| Annual Report Gross Expense Ratio | 1.52 | 1.70 | 89% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 0.281 | -9.253 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -25.56 | 42% |
| Returns for 3 years | 5.66 | 3.89 | 146% |
| Returns for 5 years | 7.07 | 11.94 | 59% |
| Returns for 10 years | 43.62 | N/A | - |
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