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DFSVX vs OFSAX
DFSVX vs OFSAX Comparison
Open Charts DFSVX vs OFSAX
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.34B
Olstein Strategic Opportunities A
Price$17.11
Change+$0.15 (+0.88%)
VolumeN/A
Net Assets46.45M
DFSVX vs OFSAX Comparison Chart
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DFSVX vs. OFSAX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.3B vs. OFSAX (46.4M). DFSVX pays higher dividends than OFSAX: DFSVX (1.65) vs OFSAX (0.42). DFSVX was incepted earlier than OFSAX: DFSVX (32 years) vs OFSAX (18 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 : -5.30 vs. OFSAX (-17.73). DFSVX return over 5 years is better than : 92.30 vs. OFSAX (33.84).
| 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 | 18 years | - |
| Gain YTD | -16.002 | -18.813 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 46.4M | 28,664% |
| Annual Yield % from dividends | 1.65 | 0.42 | 392% |
| Returns for 1 year | -5.30 | -17.73 | 30% |
| Returns for 3 years | -1.94 | -20.27 | 10% |
| Returns for 5 years | 92.30 | 33.84 | 273% |
| Returns for 10 years | 18.26 | -8.89 | -205% |
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