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OFSFX vs VSIIX
OFSFX vs VSIIX Comparison
Open Charts OFSFX vs VSIIX
Olstein Strategic Opportunities Adviser
Price$17.49
Change+$0.15 (+0.87%)
VolumeN/A
Net Assets46.45M
Vanguard Small Cap Value Index I
Price$41.60
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
OFSFX vs VSIIX Comparison Chart
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OFSFX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. OFSFX (46.4M). VSIIX pays higher dividends than OFSFX: VSIIX (2.28) vs OFSFX (0.68). OFSFX was incepted earlier than VSIIX: OFSFX (10 years) vs VSIIX (25 years). OFSFX (1.52) is less costly to investors than VSIIX (0.06). OFSFX is a more actively managed with annual turnover of: 32.00 vs. VSIIX (16.00). OFSFX has a lower initial minimum investment than VSIIX: OFSFX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -2.87 vs. OFSFX (-17.42). VSIIX return over 5 years is better than : 84.38 vs. OFSFX (35.96).
| OFSFX | VSIIX | OFSFX / VSIIX | |
| Total Expense Ratio | 1.35 | 0.06 | 2,250% |
| Annual Report Gross Expense Ratio | 1.52 | 0.06 | 2,533% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -18.744 | -13.320 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.4M | 53.6B | 0% |
| Annual Yield % from dividends | 0.68 | 2.28 | 30% |
| Returns for 1 year | -17.42 | -2.87 | 606% |
| Returns for 3 years | -19.54 | 0.42 | -4,629% |
| Returns for 5 years | 35.96 | 84.38 | 43% |
| Returns for 10 years | -9.22 | 63.53 | -15% |
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