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OFSFX vs VSIAX
OFSFX vs VSIAX Comparison
Open Charts OFSFX vs VSIAX
Olstein Strategic Opportunities Adviser
Price$17.49
Change+$0.15 (+0.87%)
VolumeN/A
Net Assets46.45M
Vanguard Small Cap Value Index Admiral
Price$74.43
Change+$0.73 (+0.99%)
VolumeN/A
Net Assets53.62B
OFSFX vs VSIAX Comparison Chart
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OFSFX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. OFSFX (46.4M). VSIAX pays higher dividends than OFSFX: VSIAX (2.27) vs OFSFX (0.68). OFSFX was incepted earlier than VSIAX: OFSFX (10 years) vs VSIAX (14 years). OFSFX (1.52) is less costly to investors than VSIAX (0.07). OFSFX is a more actively managed with annual turnover of: 32.00 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 : -2.89 vs. OFSFX (-17.42). VSIAX return over 5 years is better than : 84.34 vs. OFSFX (35.96).
| OFSFX | VSIAX | OFSFX / VSIAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.52 | 0.07 | 2,171% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -18.744 | -13.325 | 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 | 2.27 | 30% |
| Returns for 1 year | -17.42 | -2.89 | 602% |
| Returns for 3 years | -19.54 | 0.41 | -4,787% |
| Returns for 5 years | 35.96 | 84.34 | 43% |
| Returns for 10 years | -9.22 | 63.43 | -15% |
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