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OSTGX vs VSGAX
OSTGX vs VSGAX Comparison
Open Charts OSTGX vs VSGAX
Osterweis Opportunity Fund
Price$17.93
Change+$0.03 (+0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$93.59
Change-$0.41 (-0.44%)
VolumeN/A
CapitalizationN/A
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OSTGX vs VSGAX Comparison Chart
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OSTGX vs. VSGAX commentary
Sep 21, 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 StrongSell and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.3B vs. OSTGX (387M). 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 : 36.92 vs. VSGAX (19.45). VSGAX return over 5 years is better than : 41.38 vs. OSTGX (36.60).
| OSTGX | VSGAX | OSTGX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 23.347 | 8.804 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 35.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 36.92 | 19.45 | 190% |
| Returns for 3 years | -20.71 | -9.39 | 220% |
| Returns for 5 years | 36.60 | 41.38 | 88% |
| Returns for 10 years | N/A | 118.38 | - |
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