OSTFX
Price
$20.22
Change
+$0.14 (+0.70%)
Updated
Sep 26 closing price
Net Assets
153.09M
RWMFX
Price
$66.77
Change
+$0.42 (+0.63%)
Updated
Sep 26 closing price
Net Assets
207.25B
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OSTFX vs RWMFX

Header iconOSTFX vs RWMFX Comparison
Open Charts OSTFX vs RWMFXBanner chart's image
Osterweis
Price$20.22
Change+$0.14 (+0.70%)
VolumeN/A
Net Assets153.09M
American Funds Washington Mutual R5
Price$66.77
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets207.25B
OSTFX vs RWMFX Comparison Chart in %
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OSTFX vs. RWMFX commentary
Sep 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. OSTFX (153M). RWMFX pays higher dividends than OSTFX: RWMFX (1.43) 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 : 5.69 vs. OSTFX (-5.97). RWMFX return over 5 years is better than : 57.64 vs. OSTFX (10.26).
OSTFXRWMFXOSTFX / RWMFX
Total Expense Ratio0.960.31310%
Annual Report Gross Expense Ratio0.960.31310%
Fund Existence32 years23 years-
Gain YTD8.3029.76085%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets153M207B0%
Annual Yield % from dividends0.161.4311%
Returns for 1 year-5.975.69-105%
Returns for 3 years24.2046.3552%
Returns for 5 years10.2657.6418%
Returns for 10 years-25.0393.97-27%
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