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OSTGX vs VSGAX
OSTGX vs VSGAX Comparison
Open Charts OSTGX vs VSGAX
Osterweis Opportunity Fund
Price$13.75
Change-$0.69 (-4.78%)
VolumeN/A
Net Assets337.97M
Vanguard Small Cap Growth Index Admiral
Price$81.77
Change-$3.64 (-4.26%)
VolumeN/A
Net Assets33.7B
OSTGX vs VSGAX Comparison Chart
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OSTGX vs. VSGAX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. OSTGX (338M). VSGAX pays higher dividends than OSTGX: VSGAX (0.60) vs OSTGX (0.00). OSTGX was incepted earlier than VSGAX: OSTGX (8 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 (19.00). 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 : -3.39 vs. OSTGX (-7.67). VSGAX return over 5 years is better than : 50.91 vs. OSTGX (28.93).
| 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 | 8 years | 14 years | - |
| Gain YTD | -16.435 | -13.193 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 33.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | -7.67 | -3.39 | 227% |
| Returns for 3 years | 7.92 | 2.86 | 277% |
| Returns for 5 years | 28.93 | 50.91 | 57% |
| Returns for 10 years | N/A | 84.62 | - |
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