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% | 67.80B | Sep 2011 | OFSAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | OFSAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | OFSAX vs VSMVX |
Best Risk-Adjusted Alternatives to OFSAX
Among 126 mutual funds in the Small Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | OFSAX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | OFSAX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | OFSAX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | OFSAX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | OFSAX vs TASVX |
Top Performing OFSAX Alternatives (YTD)
Among 126 mutual funds in the Small Cap Value Equities category with YTD return data, the top-performing alternatives shown here go as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | OFSAX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | OFSAX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | OFSAX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | OFSAX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | OFSAX vs RYSEX |
Lowest Volatility Alternatives to OFSAX
Among 126 mutual funds in the Small Cap Value Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | OFSAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | OFSAX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | OFSAX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | OFSAX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | OFSAX vs USBNX |
Lowest Drawdown Alternatives to OFSAX
Among 126 mutual funds in the Small Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go 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 | — | — | — | Sep 1995 | OFSAX vs OFALX |
Often Compared With OFSAX
Investors most often compare OFSAX with BOSVX, HRTVX, FESCX. These 16 comparison targets span 1 categories, based on PortfoliosLab usage data.
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