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OSTGX vs VSGAX
OSTGX vs VSGAX Comparison
Open Charts OSTGX vs VSGAX
Osterweis Opportunity Fund
Price$17.73
Change+$0.23 (+1.31%)
VolumeN/A
Net Assets431.55M
Vanguard Small Cap Growth Index Admiral
Price$103.61
Change+$1.34 (+1.31%)
VolumeN/A
Net Assets38.1B
OSTGX vs VSGAX Comparison Chart
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OSTGX vs. VSGAX commentary
Jan 31, 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. OSTGX (432M). 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). VSGAX (24.24) and OSTGX (24.20) have marching annual gain over last year. VSGAX return over 5 years is better than : 48.07 vs. OSTGX (36.61).
| 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 | 1.273 | 3.901 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 432M | 38.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 24.20 | 24.24 | 100% |
| Returns for 3 years | 19.37 | 18.88 | 103% |
| Returns for 5 years | 36.61 | 48.07 | 76% |
| Returns for 10 years | N/A | 137.34 | - |