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DFFVX vs OFSAX
DFFVX vs OFSAX Comparison
Open Charts DFFVX vs OFSAX
DFA US Targeted Value I
Price$31.57
Change+$0.70 (+2.27%)
VolumeN/A
Net Assets11.98B
Olstein Strategic Opportunities A
Price$18.62
Change+$0.60 (+3.33%)
VolumeN/A
Net Assets48.39M
DFFVX vs OFSAX Comparison Chart
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DFFVX vs. OFSAX commentary
May 09, 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 DFFVX is a Buy and OFSAX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12B vs. OFSAX (48.4M). DFFVX pays higher dividends than OFSAX: DFFVX (1.71) vs OFSAX (0.45). DFFVX was incepted earlier than OFSAX: DFFVX (25 years) vs OFSAX (19 years). OFSAX (1.77) is less costly to investors than DFFVX (0.30). OFSAX is a more actively managed with annual turnover of: 32.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than OFSAX: DFFVX (0) vs OFSAX (1000). DFFVX annual gain was more profitable for investors over the last year : -1.46 vs. OFSAX (-16.39). DFFVX return over 5 years is better than : 105.40 vs. OFSAX (30.90).
| DFFVX | OFSAX | DFFVX / OFSAX | |
| Total Expense Ratio | 0.29 | 1.60 | 18% |
| Annual Report Gross Expense Ratio | 0.30 | 1.77 | 17% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | -7.744 | -13.739 | 56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 48.4M | 24,793% |
| Annual Yield % from dividends | 1.71 | 0.45 | 383% |
| Returns for 1 year | -1.46 | -16.39 | 9% |
| Returns for 3 years | 17.38 | -10.11 | -172% |
| Returns for 5 years | 105.40 | 30.90 | 341% |
| Returns for 10 years | 45.11 | -1.99 | -2,272% |
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