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OSTIX vs PHYEX
OSTIX vs PHYEX Comparison
Open Charts OSTIX vs PHYEX
Osterweis Strategic Income
Price$11.25
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets5.78B
OSTIX vs PHYEX Comparison Chart in %
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OSTIX vs. PHYEX commentary
Jul 09, 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: 20.1B vs. OSTIX (5.79B). PHYEX pays higher dividends than OSTIX: PHYEX (6.82) vs OSTIX (5.43). OSTIX was incepted earlier than PHYEX: OSTIX (23 years) vs PHYEX (8 years). PHYEX (0.94) is less costly to investors than OSTIX (0.87). 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 : 9.87 vs. OSTIX (7.22). OSTIX return over 5 years is better than : 35.43 vs. PHYEX (27.54).
| OSTIX | PHYEX | OSTIX / PHYEX | |
| Total Expense Ratio | 0.87 | 0.91 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 0.94 | 93% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 3.251 | 4.819 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 20.1B | 29% |
| Annual Yield % from dividends | 5.43 | 6.82 | 80% |
| Returns for 1 year | 7.22 | 9.87 | 73% |
| Returns for 3 years | 28.79 | 27.86 | 103% |
| Returns for 5 years | 35.43 | 27.54 | 129% |
| Returns for 10 years | 59.24 | N/A | - |
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