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OFSAX vs VSIIX
OFSAX vs VSIIX Comparison
Open Charts OFSAX vs VSIIX
Olstein Strategic Opportunities A
Price$21.07
Change-$0.84 (-3.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
OFSAX vs VSIIX Comparison Chart
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OFSAX vs. VSIIX commentary
Dec 19, 2024
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 StrongSell and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. OFSAX (73.7M). VSIIX pays higher dividends than OFSAX: VSIIX (2.02) vs OFSAX (0.09). OFSAX was incepted earlier than VSIIX: OFSAX (18 years) vs VSIIX (25 years). OFSAX is a more actively managed with annual turnover of: 26.00 vs. VSIIX (16.00). OFSAX has a lower initial minimum investment than VSIIX: OFSAX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 10.31 vs. OFSAX (-1.73). VSIIX return over 5 years is better than : 46.47 vs. OFSAX (11.00).
| OFSAX | VSIIX | OFSAX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -2.099 | 10.683 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.7M | 63B | 0% |
| Annual Yield % from dividends | 0.09 | 2.02 | 4% |
| Returns for 1 year | -1.73 | 10.31 | -17% |
| Returns for 3 years | -10.08 | 16.11 | -63% |
| Returns for 5 years | 11.00 | 46.47 | 24% |
| Returns for 10 years | 22.64 | 97.98 | 23% |