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OFSAX vs VSIIX
OFSAX vs VSIIX Comparison
Open Charts OFSAX vs VSIIX
Olstein Strategic Opportunities A
Price$20.32
Change-$0.47 (-2.26%)
VolumeN/A
Net Assets52.87M
Vanguard Small Cap Value Index I
Price$47.42
Change-$1.02 (-2.11%)
VolumeN/A
Net Assets55.61B
OFSAX vs VSIIX Comparison Chart in %
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OFSAX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. OFSAX (52.9M). VSIIX pays higher dividends than OFSAX: VSIIX (2.12) vs OFSAX (0.40). OFSAX was incepted earlier than VSIIX: OFSAX (19 years) vs VSIIX (26 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 : 6.35 vs. OFSAX (-6.01). VSIIX return over 5 years is better than : 88.46 vs. OFSAX (33.29).
| 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 | 26 years | - |
| Gain YTD | -0.479 | 2.040 | -23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 55.6B | 0% |
| Annual Yield % from dividends | 0.40 | 2.12 | 19% |
| Returns for 1 year | -6.01 | 6.35 | -95% |
| Returns for 3 years | 14.07 | 35.46 | 40% |
| Returns for 5 years | 33.29 | 88.46 | 38% |
| Returns for 10 years | 21.29 | 95.46 | 22% |
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