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OFSFX vs VSIIX
OFSFX vs VSIIX Comparison
Open Charts OFSFX vs VSIIX
Olstein Strategic Opportunities Adviser
Price$21.52
Change-$0.86 (-3.84%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
OFSFX vs VSIIX Comparison Chart
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OFSFX vs. VSIIX commentary
Dec 19, 2024
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 StrongSell and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. OFSFX (73.7M). 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 : 16.22 vs. OFSFX (4.02). VSIIX return over 5 years is better than : 52.86 vs. OFSFX (17.44).
| 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 | 2.136 | 15.027 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.7M | 63B | 0% |
| Annual Yield % from dividends | 0.42 | 2.02 | 21% |
| Returns for 1 year | 4.02 | 16.22 | 25% |
| Returns for 3 years | -5.64 | 20.66 | -27% |
| Returns for 5 years | 17.44 | 52.86 | 33% |
| Returns for 10 years | 21.27 | 105.75 | 20% |