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OSTGX vs VISGX
OSTGX vs VISGX Comparison
Open Charts OSTGX vs VISGX
Osterweis Opportunity Fund
Price$17.26
Change-$0.79 (-4.38%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.09
Change-$3.66 (-4.42%)
VolumeN/A
CapitalizationN/A
OSTGX vs VISGX Comparison Chart
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OSTGX vs. VISGX commentary
Dec 19, 2024
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 Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 40.7B vs. OSTGX (434M). 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 annual gain was more profitable for investors over the last year : 29.76 vs. VISGX (24.00). VISGX (49.43) and OSTGX (48.56) have equivalent 5 years return.
| 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 | 26.934 | 21.973 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 40.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 29.76 | 24.00 | 124% |
| Returns for 3 years | 11.08 | 8.20 | 135% |
| Returns for 5 years | 48.56 | 49.43 | 98% |
| Returns for 10 years | N/A | 139.07 | - |
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