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DFSVX vs OFSFX
DFSVX vs OFSFX Comparison
Open Charts DFSVX vs OFSFX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Olstein Strategic Opportunities Adviser
Price$19.04
Change+$0.61 (+3.31%)
VolumeN/A
Net Assets48.39M
DFSVX vs OFSFX Comparison Chart
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DFSVX vs. OFSFX 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 OFSFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. OFSFX (48.4M). DFSVX pays higher dividends than OFSFX: DFSVX (1.75) vs OFSFX (0.72). DFSVX was incepted earlier than OFSFX: DFSVX (32 years) vs OFSFX (10 years). OFSFX (1.52) is less costly to investors than DFSVX (0.31). OFSFX is a more actively managed with annual turnover of: 32.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than OFSFX: DFSVX (0) vs OFSFX (1000). DFSVX annual gain was more profitable for investors over the last year : -3.50 vs. OFSFX (-16.04). DFSVX return over 5 years is better than : 92.33 vs. OFSFX (33.05).
| DFSVX | OFSFX | DFSVX / OFSFX | |
| Total Expense Ratio | 0.31 | 1.35 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.52 | 20% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -9.256 | -13.636 | 68% |
| Front Load | N/A | N/A | - |
| 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 | 0.72 | 243% |
| Returns for 1 year | -3.50 | -16.04 | 22% |
| Returns for 3 years | 13.02 | -9.27 | -140% |
| Returns for 5 years | 92.33 | 33.05 | 279% |
| Returns for 10 years | 28.50 | 0.85 | 3,356% |
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