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OSTGX vs VISGX
OSTGX vs VISGX Comparison
Open Charts OSTGX vs VISGX
Osterweis Opportunity Fund
Price$13.75
Change-$0.69 (-4.78%)
VolumeN/A
Net Assets337.97M
Vanguard Small Cap Growth Index I
Price$65.39
Change-$2.92 (-4.27%)
VolumeN/A
Net Assets33.7B
OSTGX vs VISGX Comparison Chart
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OSTGX vs. VISGX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33.7B vs. OSTGX (338M). VISGX pays higher dividends than OSTGX: VISGX (0.46) vs OSTGX (0.00). OSTGX was incepted earlier than VISGX: OSTGX (8 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 (19.00). 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 : -3.44 vs. OSTGX (-7.67). VISGX return over 5 years is better than : 50.65 vs. OSTGX (28.93).
| OSTGX | VISGX | OSTGX / VISGX | |
| Total Expense Ratio | 1.12 | 0.19 | 589% |
| Annual Report Gross Expense Ratio | 1.20 | 0.19 | 632% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -16.435 | -13.197 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 33.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -7.67 | -3.44 | 223% |
| Returns for 3 years | 7.92 | 2.76 | 287% |
| Returns for 5 years | 28.93 | 50.65 | 57% |
| Returns for 10 years | N/A | 83.83 | - |
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