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OFSFX vs VSIIX
OFSFX vs VSIIX Comparison
Open Charts OFSFX vs VSIIX
Olstein Strategic Opportunities Adviser
Price$21.80
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets70.8M
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
OFSFX vs VSIIX Comparison Chart
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VS
VS
OFSFX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. OFSFX (70.8M). VSIIX pays higher dividends than OFSFX: VSIIX (2.02) vs OFSFX (0.42). OFSFX was incepted earlier than VSIIX: OFSFX (10 years) vs VSIIX (25 years). OFSFX is a more actively managed with annual turnover of: 26.00 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 : 18.50 vs. OFSFX (4.67). VSIIX return over 5 years is better than : 50.39 vs. OFSFX (12.87).
| OFSFX | VSIIX | OFSFX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 2.156 | 3.214 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.8M | 58.3B | 0% |
| Annual Yield % from dividends | 0.42 | 2.02 | 21% |
| Returns for 1 year | 4.67 | 18.50 | 25% |
| Returns for 3 years | -11.44 | 17.06 | -67% |
| Returns for 5 years | 12.87 | 50.39 | 26% |
| Returns for 10 years | 20.80 | 109.67 | 19% |
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