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OSTGX vs VISGX
OSTGX vs VISGX Comparison
Open Charts OSTGX vs VISGX
Osterweis Opportunity Fund
Price$15.73
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets307.51M
Vanguard Small Cap Growth Index I
Price$75.76
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets32.98B
OSTGX vs VISGX Comparison Chart
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OSTGX vs. VISGX commentary
Jun 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33B vs. OSTGX (308M). VISGX pays higher dividends than OSTGX: VISGX (0.44) vs OSTGX (0.00). OSTGX was incepted earlier than VISGX: OSTGX (9 years) vs VISGX (27 years). OSTGX (1.20) is less costly to investors than VISGX (0.19). OSTGX is a more actively managed with annual turnover of: 110.00 vs. VISGX (21.00). VISGX has a lower initial minimum investment than OSTGX: VISGX (3000) vs OSTGX (5000). VISGX annual gain was more profitable for investors over the last year : 9.23 vs. OSTGX (-1.77). VISGX return over 5 years is better than : 33.46 vs. OSTGX (5.48).
| OSTGX | VISGX | OSTGX / VISGX | |
| Total Expense Ratio | 1.12 | 0.19 | 589% |
| Annual Report Gross Expense Ratio | 1.20 | 0.19 | 632% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -9.838 | -4.137 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 33B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -1.77 | 9.23 | -19% |
| Returns for 3 years | 29.08 | 24.46 | 119% |
| Returns for 5 years | 5.48 | 33.46 | 16% |
| Returns for 10 years | N/A | 102.38 | - |
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