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OSTIX vs PHYEX
OSTIX vs PHYEX Comparison
Open Charts OSTIX vs PHYEX
Osterweis Strategic Income
Price$11.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.84B
OSTIX vs PHYEX Comparison Chart in %
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OSTIX vs. PHYEX commentary
Sep 15, 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 OSTIX is a Hold and PHYEX is a Buy.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 21.1B vs. OSTIX (5.84B). PHYEX pays higher dividends than OSTIX: PHYEX (6.77) vs OSTIX (6.32). OSTIX was incepted earlier than PHYEX: OSTIX (23 years) vs PHYEX (8 years). PHYEX (0.94) is less costly to investors than OSTIX (0.83). PHYEX (42.00) and OSTIX (40.00) have comparable annual turnover. PHYEX has a lower initial minimum investment than OSTIX: PHYEX (0) vs OSTIX (5000). PHYEX annual gain was more profitable for investors over the last year : 8.69 vs. OSTIX (6.74). OSTIX return over 5 years is better than : 31.91 vs. PHYEX (25.47).
| OSTIX | PHYEX | OSTIX / PHYEX | |
| Total Expense Ratio | 0.83 | 0.91 | 91% |
| Annual Report Gross Expense Ratio | 0.83 | 0.94 | 88% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 4.641 | 7.513 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.84B | 21.1B | 28% |
| Annual Yield % from dividends | 6.32 | 6.77 | 93% |
| Returns for 1 year | 6.74 | 8.69 | 78% |
| Returns for 3 years | 28.04 | 28.73 | 98% |
| Returns for 5 years | 31.91 | 25.47 | 125% |
| Returns for 10 years | 63.46 | N/A | - |
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