FXAIX
Price
$218.77
Change
-$0.00 (-0.00%)
Updated
Jul 18 closing price
Net Assets
665.84B
OSTFX
Price
$19.73
Change
-$0.01 (-0.05%)
Updated
Jul 18 closing price
Net Assets
152.35M
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FXAIX vs OSTFX

Header iconFXAIX vs OSTFX Comparison
Open Charts FXAIX vs OSTFXBanner chart's image
Fidelity 500 Index
Price$218.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets665.84B
Osterweis
Price$19.73
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets152.35M
FXAIX vs OSTFX Comparison Chart in %
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FXAIX vs. OSTFX commentary
Jul 21, 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: 666B vs. OSTFX (152M). FXAIX pays higher dividends than OSTFX: FXAIX (1.20) 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 : 15.06 vs. OSTFX (-5.80). FXAIX return over 5 years is better than : 110.44 vs. OSTFX (11.09).
FXAIXOSTFXFXAIX / OSTFX
Total Expense Ratio0.010.962%
Annual Report Gross Expense Ratio0.010.962%
Fund Existence14 years32 years-
Gain YTD7.8045.678137%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets666B152M438,158%
Annual Yield % from dividends1.200.16742%
Returns for 1 year15.06-5.80-260%
Returns for 3 years67.2911.91565%
Returns for 5 years110.4411.09996%
Returns for 10 years226.43-37.24-608%
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