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OFSFX vs VSIAX
OFSFX vs VSIAX Comparison
Open Charts OFSFX vs VSIAX
Olstein Strategic Opportunities Adviser
Price$22.69
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.16
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OFSFX vs VSIAX Comparison Chart
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OFSFX vs. VSIAX commentary
Sep 19, 2024
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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. OFSFX (76.6M). VSIAX pays higher dividends than OFSFX: VSIAX (2.01) vs OFSFX (0.42). OFSFX was incepted earlier than VSIAX: OFSFX (9 years) vs VSIAX (13 years). OFSFX is a more actively managed with annual turnover of: 26.00 vs. VSIAX (16.00). OFSFX has a lower initial minimum investment than VSIAX: OFSFX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 21.61 vs. OFSFX (15.32). VSIAX return over 5 years is better than : 55.65 vs. OFSFX (30.35).
| OFSFX | VSIAX | OFSFX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 2.949 | 10.317 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.6M | 57.3B | 0% |
| Annual Yield % from dividends | 0.42 | 2.01 | 21% |
| Returns for 1 year | 15.32 | 21.61 | 71% |
| Returns for 3 years | -15.78 | 17.67 | -89% |
| Returns for 5 years | 30.35 | 55.65 | 55% |
| Returns for 10 years | 30.72 | 102.47 | 30% |