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OSTGX vs VISGX
OSTGX vs VISGX Comparison
Open Charts OSTGX vs VISGX
Osterweis Opportunity Fund
Price$17.73
Change+$0.23 (+1.31%)
VolumeN/A
Net Assets431.55M
Vanguard Small Cap Growth Index I
Price$82.85
Change+$1.07 (+1.31%)
VolumeN/A
Net Assets38.1B
OSTGX vs VISGX Comparison Chart
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OSTGX vs. VISGX commentary
Jan 31, 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 OSTGX is a Buy and VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.1B vs. OSTGX (432M). VISGX pays higher dividends than OSTGX: VISGX (0.55) vs OSTGX (0.00). OSTGX was incepted earlier than VISGX: OSTGX (8 years) vs VISGX (27 years). OSTGX is a more actively managed with annual turnover of: 124.00 vs. VISGX (19.00). VISGX has a lower initial minimum investment than OSTGX: VISGX (3000) vs OSTGX (5000). OSTGX (24.20) and VISGX (24.17) have marching annual gain over last year. VISGX return over 5 years is better than : 47.80 vs. OSTGX (36.61).
| OSTGX | VISGX | OSTGX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 1.273 | 3.887 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 432M | 38.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 24.20 | 24.17 | 100% |
| Returns for 3 years | 19.37 | 18.72 | 103% |
| Returns for 5 years | 36.61 | 47.80 | 77% |
| Returns for 10 years | N/A | 136.26 | - |
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