Ad is loading...
OFSFX vs VSIIX
OFSFX vs VSIIX Comparison
Open Charts OFSFX vs VSIIX
Olstein Strategic Opportunities Adviser
Price$19.04
Change+$0.61 (+3.31%)
VolumeN/A
Net Assets48.39M
Vanguard Small Cap Value Index I
Price$44.57
Change+$0.70 (+1.60%)
VolumeN/A
Net Assets51.69B
OFSFX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OFSFX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. OFSFX (48.4M). VSIIX pays higher dividends than OFSFX: VSIIX (2.35) vs OFSFX (0.72). 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 : -1.41 vs. OFSFX (-16.04). VSIIX return over 5 years is better than : 85.51 vs. OFSFX (33.05).
| 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 | -13.636 | -7.703 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 51.7B | 0% |
| Annual Yield % from dividends | 0.72 | 2.35 | 30% |
| Returns for 1 year | -16.04 | -1.41 | 1,140% |
| Returns for 3 years | -9.27 | 16.07 | -58% |
| Returns for 5 years | 33.05 | 85.51 | 39% |
| Returns for 10 years | 0.85 | 75.92 | 1% |
View a ticker or compare two or three
VS
VS
Ad is loading...