OSTGX
Price
$17.26
Change
-$0.79 (-4.38%)
Updated
Dec 18 closing price
VSGAX
Price
$98.93
Change
-$4.57 (-4.42%)
Updated
Dec 18 closing price
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OSTGX vs VSGAX

Header iconOSTGX vs VSGAX Comparison
Open Charts OSTGX vs VSGAXBanner chart's image
Osterweis Opportunity Fund
Price$17.26
Change-$0.79 (-4.38%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.93
Change-$4.57 (-4.42%)
VolumeN/A
CapitalizationN/A
OSTGX vs VSGAX Comparison Chart
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VS
OSTGX vs. VSGAX 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 VSGAX is a Hold.

FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. OSTGX (434M). VSGAX pays higher dividends than OSTGX: VSGAX (0.66) vs OSTGX (0.00). OSTGX was incepted earlier than VSGAX: OSTGX (8 years) vs VSGAX (13 years). OSTGX is a more actively managed with annual turnover of: 124.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than OSTGX: VSGAX (3000) vs OSTGX (5000). OSTGX annual gain was more profitable for investors over the last year : 29.76 vs. VSGAX (24.05). VSGAX (49.70) and OSTGX (48.56) have equivalent 5 years return.
OSTGXVSGAXOSTGX / VSGAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years13 years-
Gain YTD26.93422.062122%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets434M40.7B1%
Annual Yield % from dividends0.000.66-
Returns for 1 year29.7624.05124%
Returns for 3 years11.088.33133%
Returns for 5 years48.5649.7098%
Returns for 10 yearsN/A140.15-
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