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OSTGX vs VSGAX
OSTGX vs VSGAX Comparison
Open Charts OSTGX vs VSGAX
Osterweis Opportunity Fund
Price$15.75
Change-$0.27 (-1.69%)
VolumeN/A
Net Assets319.23M
Vanguard Small Cap Growth Index Admiral
Price$95.70
Change-$1.13 (-1.17%)
VolumeN/A
Net Assets34.95B
OSTGX vs VSGAX Comparison Chart in %
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OSTGX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. OSTGX (319M). VSGAX pays higher dividends than OSTGX: VSGAX (0.57) vs OSTGX (0.00). OSTGX was incepted earlier than VSGAX: OSTGX (9 years) vs VSGAX (14 years). OSTGX (1.20) is less costly to investors than VSGAX (0.07). OSTGX is a more actively managed with annual turnover of: 137.00 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than OSTGX: VSGAX (3000) vs OSTGX (5000). VSGAX annual gain was more profitable for investors over the last year : 11.29 vs. OSTGX (-1.11). VSGAX return over 5 years is better than : 42.84 vs. OSTGX (7.44).
| OSTGX | VSGAX | OSTGX / VSGAX | |
| Total Expense Ratio | 1.12 | 0.07 | 1,600% |
| Annual Report Gross Expense Ratio | 1.20 | 0.07 | 1,714% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -7.292 | -1.586 | 460% |
| 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 | 0.57 | - |
| Returns for 1 year | -1.11 | 11.29 | -10% |
| Returns for 3 years | 37.75 | 34.01 | 111% |
| Returns for 5 years | 7.44 | 42.84 | 17% |
| Returns for 10 years | N/A | 107.21 | - |
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