FXAIX
Price
$207.75
Change
+$0.03 (+0.01%)
Updated
Jun 4 closing price
Net Assets
633.85B
OSTFX
Price
$19.00
Change
+$0.03 (+0.16%)
Updated
Jun 4 closing price
Net Assets
147.5M
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FXAIX vs OSTFX

Header iconFXAIX vs OSTFX Comparison
Open Charts FXAIX vs OSTFXBanner chart's image
Fidelity 500 Index
Price$207.75
Change+$0.03 (+0.01%)
VolumeN/A
Net Assets633.85B
Osterweis
Price$19.00
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets147.5M
FXAIX vs OSTFX Comparison Chart
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FXAIX vs. OSTFX commentary
Jun 05, 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 FXAIX is a Buy and OSTFX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. OSTFX (147M). FXAIX pays higher dividends than OSTFX: FXAIX (1.26) vs OSTFX (0.17). FXAIX was incepted earlier than OSTFX: FXAIX (14 years) vs OSTFX (32 years). OSTFX (0.96) is less costly to investors than FXAIX (0.01). OSTFX is a more actively managed with annual turnover of: 22.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than OSTFX: FXAIX (0) vs OSTFX (5000). FXAIX annual gain was more profitable for investors over the last year : 14.32 vs. OSTFX (-6.45). FXAIX return over 5 years is better than : 101.51 vs. OSTFX (9.16).
FXAIXOSTFXFXAIX / OSTFX
Total Expense Ratio0.010.962%
Annual Report Gross Expense Ratio0.010.962%
Fund Existence14 years32 years-
Gain YTD2.0531.607128%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets634B147M431,293%
Annual Yield % from dividends1.260.17753%
Returns for 1 year14.32-6.45-222%
Returns for 3 years52.013.581,453%
Returns for 5 years101.519.161,108%
Returns for 10 years211.75-40.86-518%
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