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DFSVX vs OFSAX
DFSVX vs OFSAX Comparison
Open Charts DFSVX vs OFSAX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Olstein Strategic Opportunities A
Price$18.62
Change+$0.60 (+3.33%)
VolumeN/A
Net Assets48.39M
DFSVX vs OFSAX Comparison Chart
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DFSVX 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 DFSVX is a Buy and OFSAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. OFSAX (48.4M). DFSVX pays higher dividends than OFSAX: DFSVX (1.75) vs OFSAX (0.45). DFSVX was incepted earlier than OFSAX: DFSVX (32 years) vs OFSAX (19 years). OFSAX (1.77) is less costly to investors than DFSVX (0.31). OFSAX is a more actively managed with annual turnover of: 32.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than OFSAX: DFSVX (0) vs OFSAX (1000). DFSVX annual gain was more profitable for investors over the last year : -3.50 vs. OFSAX (-16.39). DFSVX return over 5 years is better than : 92.33 vs. OFSAX (30.90).
| DFSVX | OFSAX | DFSVX / OFSAX | |
| Total Expense Ratio | 0.31 | 1.60 | 19% |
| Annual Report Gross Expense Ratio | 0.31 | 1.77 | 18% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | -9.256 | -13.739 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 48.4M | 29,339% |
| Annual Yield % from dividends | 1.75 | 0.45 | 391% |
| Returns for 1 year | -3.50 | -16.39 | 21% |
| Returns for 3 years | 13.02 | -10.11 | -129% |
| Returns for 5 years | 92.33 | 30.90 | 299% |
| Returns for 10 years | 28.50 | -1.99 | -1,436% |
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