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OSTIX vs VWEAX
OSTIX vs VWEAX Comparison
Open Charts OSTIX vs VWEAX
Osterweis Strategic Income
Price$11.24
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets5.79B
Vanguard High-Yield Corporate Adm
Price$5.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets24.92B
OSTIX vs VWEAX Comparison Chart in %
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OSTIX vs. VWEAX commentary
Jul 16, 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 VWEAX is a Hold.
FUNDAMENTALS
Fundamentals
VWEAX has more cash in the bank: 24.9B vs. OSTIX (5.79B). VWEAX pays higher dividends than OSTIX: VWEAX (6.22) vs OSTIX (5.43). OSTIX was incepted earlier than VWEAX: OSTIX (23 years) vs VWEAX (24 years). OSTIX (0.83) is less costly to investors than VWEAX (0.12). OSTIX is a more actively managed with annual turnover of: 40.00 vs. VWEAX (37.00). OSTIX has a lower initial minimum investment than VWEAX: OSTIX (5000) vs VWEAX (50000). OSTIX annual gain was more profitable for investors over the last year : 6.84 vs. VWEAX (2.21). OSTIX return over 5 years is better than : 34.30 vs. VWEAX (-2.71).
| OSTIX | VWEAX | OSTIX / VWEAX | |
| Total Expense Ratio | 0.83 | 0.12 | 692% |
| Annual Report Gross Expense Ratio | 0.83 | 0.12 | 692% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 3.159 | 2.018 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 50000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 24.9B | 23% |
| Annual Yield % from dividends | 5.43 | 6.22 | 87% |
| Returns for 1 year | 6.84 | 2.21 | 310% |
| Returns for 3 years | 28.55 | 6.83 | 418% |
| Returns for 5 years | 34.30 | -2.71 | -1,265% |
| Returns for 10 years | 58.68 | 14.22 | 413% |
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