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DFSVX vs OFSCX
DFSVX vs OFSCX Comparison
Open Charts DFSVX vs OFSCX
DFA US Small Cap Value I
Price$45.61
Change+$1.71 (+3.90%)
VolumeN/A
Net Assets14.56B
Olstein Strategic Opportunities C
Price$16.53
Change+$0.82 (+5.22%)
VolumeN/A
Net Assets50.32M
DFSVX vs OFSCX Comparison Chart
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DFSVX vs. OFSCX commentary
May 13, 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 OFSCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. OFSCX (50.3M). DFSVX pays higher dividends than OFSCX: DFSVX (1.75) vs OFSCX (0.00). DFSVX was incepted earlier than OFSCX: DFSVX (32 years) vs OFSCX (19 years). OFSCX (2.52) is less costly to investors than DFSVX (0.31). OFSCX is a more actively managed with annual turnover of: 32.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than OFSCX: DFSVX (0) vs OFSCX (1000). DFSVX annual gain was more profitable for investors over the last year : -4.16 vs. OFSCX (-16.83). DFSVX return over 5 years is better than : 115.86 vs. OFSCX (41.79).
| DFSVX | OFSCX | DFSVX / OFSCX | |
| Total Expense Ratio | 0.31 | 2.35 | 13% |
| Annual Report Gross Expense Ratio | 0.31 | 2.52 | 12% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | -9.153 | -10.484 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 50.3M | 29,026% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -4.16 | -16.83 | 25% |
| Returns for 3 years | 12.56 | -9.45 | -133% |
| Returns for 5 years | 115.86 | 41.79 | 277% |
| Returns for 10 years | 28.22 | -8.82 | -320% |
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