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OFSFX vs VISVX
OFSFX vs VISVX Comparison
Open Charts OFSFX vs VISVX
Olstein Strategic Opportunities Adviser
Price$17.49
Change+$0.15 (+0.87%)
VolumeN/A
Net Assets46.45M
Vanguard Small Cap Value Index I
Price$41.54
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
OFSFX vs VISVX Comparison Chart
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OFSFX vs. VISVX commentary
Apr 18, 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 OFSFX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. OFSFX (46.4M). VISVX pays higher dividends than OFSFX: VISVX (2.14) vs OFSFX (0.68). OFSFX was incepted earlier than VISVX: OFSFX (10 years) vs VISVX (27 years). OFSFX (1.52) is less costly to investors than VISVX (0.19). OFSFX is a more actively managed with annual turnover of: 32.00 vs. VISVX (16.00). OFSFX has a lower initial minimum investment than VISVX: OFSFX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -2.91 vs. OFSFX (-17.42). VISVX return over 5 years is better than : 84.20 vs. OFSFX (35.96).
| OFSFX | VISVX | OFSFX / VISVX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.52 | 0.19 | 800% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -18.744 | -13.327 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4M | 53.6B | 0% |
| Annual Yield % from dividends | 0.68 | 2.14 | 32% |
| Returns for 1 year | -17.42 | -2.91 | 598% |
| Returns for 3 years | -19.54 | 0.35 | -5,534% |
| Returns for 5 years | 35.96 | 84.20 | 43% |
| Returns for 10 years | -9.22 | 63.06 | -15% |
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