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NRGSX vs OSTGX
NRGSX vs OSTGX Comparison
Open Charts NRGSX vs OSTGX
Osterweis Opportunity Fund
Price$17.28
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets313.88M
NRGSX vs OSTGX Comparison Chart in %
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NRGSX vs. OSTGX commentary
Dec 27, 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 NRGSX is a StrongBuy and OSTGX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.19B vs. OSTGX (314M). NRGSX pays higher dividends than OSTGX: NRGSX (0.07) vs OSTGX (0.00). NRGSX was incepted earlier than OSTGX: NRGSX (13 years) vs OSTGX (9 years). OSTGX (1.19) is less costly to investors than NRGSX (0.74). OSTGX is a more actively managed with annual turnover of: 137.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than OSTGX: NRGSX (0) vs OSTGX (5000). OSTGX annual gain was more profitable for investors over the last year : -1.93 vs. NRGSX (-17.45). OSTGX return over 5 years is better than : -17.04 vs. NRGSX (-21.20).
| NRGSX | OSTGX | NRGSX / OSTGX | |
| Total Expense Ratio | 0.74 | 1.12 | 66% |
| Annual Report Gross Expense Ratio | 0.74 | 1.19 | 62% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -15.960 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 314M | 2,610% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | -17.45 | -1.93 | 904% |
| Returns for 3 years | 1.18 | 52.25 | 2% |
| Returns for 5 years | -21.20 | -17.04 | 124% |
| Returns for 10 years | 6.91 | N/A | - |
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