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OFSAX vs VSIIX
OFSAX vs VSIIX Comparison
Open Charts OFSAX vs VSIIX
Olstein Strategic Opportunities A
Price$18.62
Change+$0.60 (+3.33%)
VolumeN/A
Net Assets48.39M
Vanguard Small Cap Value Index I
Price$44.57
Change+$0.70 (+1.60%)
VolumeN/A
Net Assets51.69B
OFSAX vs VSIIX Comparison Chart
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OFSAX vs. VSIIX 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 OFSAX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. OFSAX (48.4M). VSIIX pays higher dividends than OFSAX: VSIIX (2.35) vs OFSAX (0.45). OFSAX was incepted earlier than VSIIX: OFSAX (19 years) vs VSIIX (25 years). OFSAX (1.77) is less costly to investors than VSIIX (0.06). OFSAX is a more actively managed with annual turnover of: 32.00 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 : -1.41 vs. OFSAX (-16.39). VSIIX return over 5 years is better than : 85.51 vs. OFSAX (30.90).
| OFSAX | VSIIX | OFSAX / VSIIX | |
| Total Expense Ratio | 1.60 | 0.06 | 2,667% |
| Annual Report Gross Expense Ratio | 1.77 | 0.06 | 2,950% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -13.739 | -7.703 | 178% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 51.7B | 0% |
| Annual Yield % from dividends | 0.45 | 2.35 | 19% |
| Returns for 1 year | -16.39 | -1.41 | 1,165% |
| Returns for 3 years | -10.11 | 16.07 | -63% |
| Returns for 5 years | 30.90 | 85.51 | 36% |
| Returns for 10 years | -1.99 | 75.92 | -3% |
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