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OFSFX vs VSIAX
OFSFX vs VSIAX Comparison
Open Charts OFSFX vs VSIAX
Olstein Strategic Opportunities Adviser
Price$21.80
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets70.8M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
OFSFX vs VSIAX Comparison Chart
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OFSFX vs. VSIAX commentary
Jan 19, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. OFSFX (70.8M). VSIAX pays higher dividends than OFSFX: VSIAX (2.01) vs OFSFX (0.42). OFSFX was incepted earlier than VSIAX: OFSFX (10 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 : 18.49 vs. OFSFX (4.67). VSIAX return over 5 years is better than : 50.37 vs. OFSFX (12.87).
| OFSFX | VSIAX | OFSFX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 2.156 | 3.217 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.8M | 58.3B | 0% |
| Annual Yield % from dividends | 0.42 | 2.01 | 21% |
| Returns for 1 year | 4.67 | 18.49 | 25% |
| Returns for 3 years | -11.44 | 17.05 | -67% |
| Returns for 5 years | 12.87 | 50.37 | 26% |
| Returns for 10 years | 20.80 | 109.60 | 19% |
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