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OSTGX vs VSGAX
OSTGX vs VSGAX Comparison
Open Charts OSTGX vs VSGAX
Osterweis Opportunity Fund
Price$18.43
Change-$0.03 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$101.63
Change-$0.60 (-0.59%)
VolumeN/A
CapitalizationN/A
OSTGX vs VSGAX Comparison Chart
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OSTGX vs. VSGAX commentary
Nov 14, 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 Buy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.8B vs. OSTGX (430M). 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 : 49.72 vs. VSGAX (42.23). VSGAX return over 5 years is better than : 54.54 vs. OSTGX (47.80).
| 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 | 29.817 | 20.564 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 430M | 35.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 49.72 | 42.23 | 118% |
| Returns for 3 years | -18.68 | -3.22 | 580% |
| Returns for 5 years | 47.80 | 54.54 | 88% |
| Returns for 10 years | N/A | 140.23 | - |
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