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OFSFX vs VSIIX
OFSFX vs VSIIX Comparison
Open Charts OFSFX vs VSIIX
Olstein Strategic Opportunities Adviser
Price$21.39
Change-$0.52 (-2.37%)
VolumeN/A
Net Assets65.38M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
OFSFX vs VSIIX Comparison Chart
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OFSFX vs. VSIIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. OFSFX (65.4M). 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 : 9.99 vs. OFSFX (-0.67). VSIIX return over 5 years is better than : 47.63 vs. OFSFX (12.95).
| 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 | 0.234 | -0.294 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.4M | 60.2B | 0% |
| Annual Yield % from dividends | 0.42 | 2.02 | 21% |
| Returns for 1 year | -0.67 | 9.99 | -7% |
| Returns for 3 years | -8.82 | 17.99 | -49% |
| Returns for 5 years | 12.95 | 47.63 | 27% |
| Returns for 10 years | 11.59 | 90.58 | 13% |