OSTFX
Price
$20.07
Change
+$0.03 (+0.15%)
Updated
Jul 25 closing price
Net Assets
154.78M
RWMFX
Price
$65.33
Change
+$0.27 (+0.42%)
Updated
Jul 25 closing price
Net Assets
204.03B
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OSTFX vs RWMFX

Header iconOSTFX vs RWMFX Comparison
Open Charts OSTFX vs RWMFXBanner chart's image
Osterweis
Price$20.07
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets154.78M
American Funds Washington Mutual R5
Price$65.33
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets204.03B
OSTFX vs RWMFX Comparison Chart in %
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OSTFX vs. RWMFX commentary
Jul 27, 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 OSTFX is a Buy and RWMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. OSTFX (155M). RWMFX pays higher dividends than OSTFX: RWMFX (1.48) vs OSTFX (0.16). OSTFX was incepted earlier than RWMFX: OSTFX (32 years) vs RWMFX (23 years). OSTFX (0.96) is less costly to investors than RWMFX (0.31). OSTFX is a more actively managed with annual turnover of: 42.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than OSTFX: RWMFX (250) vs OSTFX (5000). RWMFX annual gain was more profitable for investors over the last year : 9.60 vs. OSTFX (-2.08). RWMFX return over 5 years is better than : 54.74 vs. OSTFX (12.26).
OSTFXRWMFXOSTFX / RWMFX
Total Expense Ratio0.960.31310%
Annual Report Gross Expense Ratio0.960.31310%
Fund Existence32 years23 years-
Gain YTD7.4997.001107%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets155M204B0%
Annual Yield % from dividends0.161.4811%
Returns for 1 year-2.089.60-22%
Returns for 3 years14.5532.3345%
Returns for 5 years12.2654.7422%
Returns for 10 years-35.4572.42-49%
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