OSTFX
Price
$20.29
Change
+$0.07 (+0.35%)
Updated
Oct 17 closing price
Net Assets
152.62M
RWMFX
Price
$66.77
Change
+$0.28 (+0.42%)
Updated
Oct 17 closing price
Net Assets
205.87B
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OSTFX vs RWMFX

Header iconOSTFX vs RWMFX Comparison
Open Charts OSTFX vs RWMFXBanner chart's image
Osterweis
Price$20.29
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets152.62M
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
OSTFX vs RWMFX Comparison Chart in %
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OSTFX vs. RWMFX commentary
Oct 19, 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 OSTFX is a Buy and RWMFX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. OSTFX (153M). RWMFX pays higher dividends than OSTFX: RWMFX (1.42) vs OSTFX (0.16). OSTFX was incepted earlier than RWMFX: OSTFX (32 years) vs RWMFX (23 years). OSTFX (0.96) is less costly to investors than RWMFX (0.31). OSTFX is a more actively managed with annual turnover of: 42.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than OSTFX: RWMFX (250) vs OSTFX (5000). RWMFX annual gain was more profitable for investors over the last year : 4.12 vs. OSTFX (-5.65). RWMFX return over 5 years is better than : 50.29 vs. OSTFX (3.72).
OSTFXRWMFXOSTFX / RWMFX
Total Expense Ratio0.960.31310%
Annual Report Gross Expense Ratio0.960.31310%
Fund Existence32 years23 years-
Gain YTD8.6779.76089%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets153M206B0%
Annual Yield % from dividends0.161.4211%
Returns for 1 year-5.654.12-137%
Returns for 3 years23.2041.8455%
Returns for 5 years3.7250.297%
Returns for 10 years-29.6179.57-37%
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