Interact to see
Advertisement
Advertisement
OFSAX vs VSIIX
OFSAX vs VSIIX Comparison
Open Charts OFSAX vs VSIIX
Olstein Strategic Opportunities A
Price$21.17
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets54.22M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
OFSAX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OFSAX vs. VSIIX commentary
Jul 07, 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 OFSAX is a Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. OFSAX (54.2M). VSIIX pays higher dividends than OFSAX: VSIIX (2.12) vs OFSAX (0.40). OFSAX was incepted earlier than VSIIX: OFSAX (19 years) vs VSIIX (26 years). OFSAX (1.77) is less costly to investors than VSIIX (0.06). OFSAX is a more actively managed with annual turnover of: 32.00 vs. VSIIX (16.00). OFSAX has a lower initial minimum investment than VSIIX: OFSAX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. OFSAX (0.65). VSIIX return over 5 years is better than : 94.15 vs. OFSAX (42.64).
| OFSAX | VSIIX | OFSAX / VSIIX | |
| Total Expense Ratio | 1.60 | 0.06 | 2,667% |
| Annual Report Gross Expense Ratio | 1.77 | 0.06 | 2,950% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 1.340 | 2.040 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 54B | 0% |
| Annual Yield % from dividends | 0.40 | 2.12 | 19% |
| Returns for 1 year | 0.65 | 11.69 | 6% |
| Returns for 3 years | 17.31 | 34.90 | 50% |
| Returns for 5 years | 42.64 | 94.15 | 45% |
| Returns for 10 years | 21.74 | 96.60 | 23% |