Interact to see
Advertisement
Advertisement
OSTGX vs VSGAX
OSTGX vs VSGAX Comparison
Open Charts OSTGX vs VSGAX
Osterweis Opportunity Fund
Price$15.73
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets307.51M
Vanguard Small Cap Growth Index Admiral
Price$94.74
Change+$0.39 (+0.41%)
VolumeN/A
Net Assets32.98B
OSTGX vs VSGAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSTGX vs. VSGAX commentary
Jun 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33B vs. OSTGX (308M). 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: 110.00 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 : 9.29 vs. OSTGX (-1.77). VSGAX return over 5 years is better than : 33.71 vs. OSTGX (5.48).
| 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 | -9.838 | -4.106 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 33B | 1% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -1.77 | 9.29 | -19% |
| Returns for 3 years | 29.08 | 24.60 | 118% |
| Returns for 5 years | 5.48 | 33.71 | 16% |
| Returns for 10 years | N/A | 103.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement