OSTFX
Price
$20.30
Change
-$0.16 (-0.78%)
Updated
Nov 18 closing price
Net Assets
148.75M
RWMFX
Price
$66.02
Change
-$0.23 (-0.35%)
Updated
Nov 18 closing price
Net Assets
204.42B
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OSTFX vs RWMFX

Header iconOSTFX vs RWMFX Comparison
Open Charts OSTFX vs RWMFXBanner chart's image
Osterweis
Price$20.30
Change-$0.16 (-0.78%)
VolumeN/A
Net Assets148.75M
American Funds Washington Mutual R5
Price$66.02
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
OSTFX vs RWMFX Comparison Chart in %
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OSTFX vs. RWMFX commentary
Nov 20, 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 Hold and RWMFX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. OSTFX (149M). RWMFX pays higher dividends than OSTFX: RWMFX (1.41) vs OSTFX (0.15). OSTFX was incepted earlier than RWMFX: OSTFX (32 years) vs RWMFX (24 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 : 4.02 vs. OSTFX (-4.15). RWMFX return over 5 years is better than : 43.78 vs. OSTFX (1.00).
OSTFXRWMFXOSTFX / RWMFX
Total Expense Ratio0.960.31310%
Annual Report Gross Expense Ratio0.960.31310%
Fund Existence32 years24 years-
Gain YTD9.5888.527112%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets149M204B0%
Annual Yield % from dividends0.151.4111%
Returns for 1 year-4.154.02-103%
Returns for 3 years17.2429.4758%
Returns for 5 years1.0043.782%
Returns for 10 years-29.0272.15-40%
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