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OFSAX vs VISVX
OFSAX vs VISVX Comparison
Open Charts OFSAX vs VISVX
Olstein Strategic Opportunities A
Price$20.32
Change-$0.47 (-2.26%)
VolumeN/A
Net Assets52.87M
Vanguard Small Cap Value Index I
Price$47.35
Change-$1.02 (-2.11%)
VolumeN/A
Net Assets55.61B
OFSAX vs VISVX Comparison Chart in %
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OFSAX vs. VISVX commentary
Jul 17, 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 OFSAX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. OFSAX (52.9M). VISVX pays higher dividends than OFSAX: VISVX (1.99) vs OFSAX (0.40). OFSAX was incepted earlier than VISVX: OFSAX (19 years) vs VISVX (27 years). OFSAX (1.77) is less costly to investors than VISVX (0.19). OFSAX is a more actively managed with annual turnover of: 32.00 vs. VISVX (16.00). OFSAX has a lower initial minimum investment than VISVX: OFSAX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 6.32 vs. OFSAX (-6.01). VISVX return over 5 years is better than : 88.30 vs. OFSAX (33.29).
| OFSAX | VISVX | OFSAX / VISVX | |
| Total Expense Ratio | 1.60 | 0.19 | 842% |
| Annual Report Gross Expense Ratio | 1.77 | 0.19 | 932% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -0.479 | 2.024 | -24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 55.6B | 0% |
| Annual Yield % from dividends | 0.40 | 1.99 | 20% |
| Returns for 1 year | -6.01 | 6.32 | -95% |
| Returns for 3 years | 14.07 | 35.36 | 40% |
| Returns for 5 years | 33.29 | 88.30 | 38% |
| Returns for 10 years | 21.29 | 94.98 | 22% |
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