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OSTGX vs VISGX
OSTGX vs VISGX Comparison
Open Charts OSTGX vs VISGX
Osterweis Opportunity Fund
Price$15.75
Change-$0.27 (-1.69%)
VolumeN/A
Net Assets319.23M
Vanguard Small Cap Growth Index I
Price$76.51
Change-$0.91 (-1.18%)
VolumeN/A
Net Assets34.95B
OSTGX vs VISGX Comparison Chart in %
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OSTGX vs. VISGX commentary
Jun 26, 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 Hold and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. OSTGX (319M). 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: 137.00 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 : 11.24 vs. OSTGX (-1.11). VISGX return over 5 years is better than : 42.54 vs. OSTGX (7.44).
| 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 | -7.292 | -1.621 | 450% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -1.11 | 11.24 | -10% |
| Returns for 3 years | 37.75 | 33.85 | 112% |
| Returns for 5 years | 7.44 | 42.54 | 17% |
| Returns for 10 years | N/A | 106.34 | - |