FXAIX
Price
$207.13
Change
+$3.26 (+1.60%)
Updated
Feb 28 closing price
Net Assets
632.47B
OSTFX
Price
$18.89
Change
+$0.25 (+1.34%)
Updated
Feb 28 closing price
Net Assets
150.17M
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FXAIX vs OSTFX

Header iconFXAIX vs OSTFX Comparison
Open Charts FXAIX vs OSTFXBanner chart's image
Fidelity 500 Index
Price$207.13
Change+$3.26 (+1.60%)
VolumeN/A
Net Assets632.47B
Osterweis
Price$18.89
Change+$0.25 (+1.34%)
VolumeN/A
Net Assets150.17M
FXAIX vs OSTFX Comparison Chart
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FXAIX vs. OSTFX commentary
Mar 03, 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: 632B vs. OSTFX (150M). FXAIX pays higher dividends than OSTFX: FXAIX (1.31) vs OSTFX (0.57). FXAIX was incepted earlier than OSTFX: FXAIX (14 years) vs OSTFX (31 years). OSTFX is a more actively managed with annual turnover of: 54.00 vs. FXAIX (3.00). 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 : 18.40 vs. OSTFX (-5.58). FXAIX return over 5 years is better than : 117.83 vs. OSTFX (15.40).
FXAIXOSTFXFXAIX / OSTFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years31 years-
Gain YTD1.4401.178122%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets632B150M421,333%
Annual Yield % from dividends1.310.57232%
Returns for 1 year18.40-5.58-329%
Returns for 3 years44.77-3.89-1,152%
Returns for 5 years117.8315.40765%
Returns for 10 years206.84-41.06-504%
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