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OFSFX vs VISVX
OFSFX vs VISVX Comparison
Open Charts OFSFX vs VISVX
Olstein Strategic Opportunities Adviser
Price$19.04
Change+$0.61 (+3.31%)
VolumeN/A
Net Assets48.39M
Vanguard Small Cap Value Index I
Price$44.51
Change+$0.71 (+1.62%)
VolumeN/A
Net Assets51.69B
OFSFX vs VISVX Comparison Chart
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OFSFX vs. VISVX 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 OFSFX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. OFSFX (48.4M). VISVX pays higher dividends than OFSFX: VISVX (2.21) vs OFSFX (0.72). 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 : -1.45 vs. OFSFX (-16.04). VISVX return over 5 years is better than : 85.28 vs. OFSFX (33.05).
| 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 | -13.636 | -7.723 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 51.7B | 0% |
| Annual Yield % from dividends | 0.72 | 2.21 | 32% |
| Returns for 1 year | -16.04 | -1.45 | 1,108% |
| Returns for 3 years | -9.27 | 15.99 | -58% |
| Returns for 5 years | 33.05 | 85.28 | 39% |
| Returns for 10 years | 0.85 | 75.47 | 1% |
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