FXAIX
Price
$225.60
Change
-$0.68 (-0.30%)
Updated
Sep 5 closing price
Net Assets
696.27B
OSTFX
Price
$20.29
Change
+$0.03 (+0.15%)
Updated
Sep 5 closing price
Net Assets
154.93M
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FXAIX vs OSTFX

Header iconFXAIX vs OSTFX Comparison
Open Charts FXAIX vs OSTFXBanner chart's image
Fidelity 500 Index
Price$225.60
Change-$0.68 (-0.30%)
VolumeN/A
Net Assets696.27B
Osterweis
Price$20.29
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets154.93M
FXAIX vs OSTFX Comparison Chart in %
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FXAIX vs. OSTFX commentary
Sep 08, 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 Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 696B vs. OSTFX (155M). FXAIX pays higher dividends than OSTFX: FXAIX (1.16) vs OSTFX (0.16). 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: 42.00 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 : 19.32 vs. OSTFX (-2.53). FXAIX return over 5 years is better than : 103.70 vs. OSTFX (9.30).
FXAIXOSTFXFXAIX / OSTFX
Total Expense Ratio0.010.962%
Annual Report Gross Expense Ratio0.010.962%
Fund Existence14 years32 years-
Gain YTD11.1708.677129%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets696B155M449,032%
Annual Yield % from dividends1.160.16739%
Returns for 1 year19.32-2.53-765%
Returns for 3 years73.3516.33449%
Returns for 5 years103.709.301,115%
Returns for 10 years261.06-30.51-856%
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