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OFSAX vs VSIIX
OFSAX vs VSIIX Comparison
Open Charts OFSAX vs VSIIX
Olstein Strategic Opportunities A
Price$20.93
Change-$0.51 (-2.38%)
VolumeN/A
Net Assets65.38M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
OFSAX vs VSIIX Comparison Chart
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OFSAX vs. VSIIX commentary
Feb 23, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. OFSAX (65.4M). 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 : 12.51 vs. OFSAX (1.36). VSIIX return over 5 years is better than : 51.02 vs. OFSAX (13.90).
| 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 | 2.633 | 1.995 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.4M | 60.2B | 0% |
| Annual Yield % from dividends | 0.09 | 2.02 | 4% |
| Returns for 1 year | 1.36 | 12.51 | 11% |
| Returns for 3 years | -7.44 | 20.70 | -36% |
| Returns for 5 years | 13.90 | 51.02 | 27% |
| Returns for 10 years | 16.62 | 94.96 | 17% |
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