Olstein Strategic Opportunities Fund (OFSAX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OFSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OFSAX
OFSAX charges 1.60% annually. There are 119 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | OFSAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | OFSAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | OFSAX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | OFSAX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | OFSAX vs VRTVX |
Best Risk-Adjusted Alternatives to OFSAX
OFSAX has a PortfoliosLab risk / return rank of 29. There are 106 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | OFSAX vs MMEYX | |
| Transamerica Small Cap Value | 90 | — | Jan 2003 | OFSAX vs TSLTX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | OFSAX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 88 | — | Apr 2021 | OFSAX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 87 | — | Jun 2002 | OFSAX vs QRSVX |
Top Performing OFSAX Alternatives (YTD)
OFSAX is at 15.59% YTD. There are 87 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 32.84% | — | Dec 1996 | OFSAX vs MMEYX | |
| Royce Opportunity Fund | 31.78% | — | Nov 1996 | OFSAX vs RYPNX | |
| Invesco Small Cap Value Fund | 31.37% | — | Jun 1999 | OFSAX vs VSCAX | |
| First Eagle Small Cap Opportunity Fund | 30.40% | — | Apr 2021 | OFSAX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.74% | — | Feb 2008 | OFSAX vs WSCVX |
Lowest Volatility Alternatives to OFSAX
OFSAX has 20.62% 1-year volatility. There are 119 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.63%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.63% | — | Sep 2017 | OFSAX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | OFSAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.28% | — | Apr 1997 | OFSAX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | OFSAX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | OFSAX vs ARSMX |
Lowest Drawdown Alternatives to OFSAX
OFSAX has a 1-year max drawdown of -15.17%. There are 123 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | OFSAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | OFSAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | OFSAX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | OFSAX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | OFSAX vs TSLTX |
Other Mutual Funds from Olstein
The 1 most viewed Olstein mutual funds shown here include OFALX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Olstein All Cap Value Fund | Large Cap Value Equities | 20 | 5.21% | — | Sep 1995 | OFSAX vs OFALX |
Often Compared With OFSAX
Investors most often compare OFSAX with HRTVX, BOSVX, NSDVX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Heartland Value Fund | Small Cap Value Equities | 82 | 21.67% | — | Dec 1984 | OFSAX vs HRTVX | |
| Bridgeway Omni Small-Cap Value Fund | Small Cap Value Equities | 77 | 20.67% | — | Aug 2011 | OFSAX vs BOSVX | |
| North Star Dividend Fund | Small Cap Value Equities | 36 | 18.64% | — | May 2013 | OFSAX vs NSDVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 76 | 19.73% | — | Jul 1997 | OFSAX vs BRSIX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 73 | 22.84% | — | Apr 1997 | OFSAX vs SSCVX | |
| Aegis Value Fund | Small Cap Value Equities | 87 | 14.52% | — | May 1998 | OFSAX vs AVALX | |
| Royce Special Equity Fund | Small Cap Value Equities | 83 | 21.03% | — | May 1998 | OFSAX vs RYSEX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 84 | 18.56% | — | Jan 2018 | OFSAX vs BSCMX | |
| VY Columbia Small Cap Value II Portfolio | Small Cap Value Equities | 87 | 21.34% | — | Apr 2006 | OFSAX vs ICISX |
Compare OFSAX with Any Fund or Stock
Compare OFSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OFSAX with funds that move differently
Olstein Strategic Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OFSAX.
Explore OFSAX Diversifiers