OSTFX
Price
$21.24
Change
+$0.10 (+0.47%)
Updated
Dec 3 closing price
Net Assets
151.26M
RWMFX
Price
$68.38
Change
+$0.31 (+0.46%)
Updated
Dec 3 closing price
Net Assets
209.48B
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OSTFX vs RWMFX

Header iconOSTFX vs RWMFX Comparison
Open Charts OSTFX vs RWMFXBanner chart's image
Osterweis
Price$21.24
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets151.26M
American Funds Washington Mutual R5
Price$68.38
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
OSTFX vs RWMFX Comparison Chart in %
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OSTFX vs. RWMFX commentary
Dec 05, 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 StrongBuy and RWMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. OSTFX (151M). RWMFX pays higher dividends than OSTFX: RWMFX (1.38) vs OSTFX (0.15). OSTFX was incepted earlier than RWMFX: OSTFX (32 years) vs RWMFX (24 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 : 5.42 vs. OSTFX (-2.90). RWMFX return over 5 years is better than : 43.64 vs. OSTFX (1.75).
OSTFXRWMFXOSTFX / RWMFX
Total Expense Ratio0.960.31310%
Annual Report Gross Expense Ratio0.960.31310%
Fund Existence32 years24 years-
Gain YTD13.76512.407111%
Front LoadN/AN/A-
Min. Initial Investment50002502,000%
Min. Initial Investment IRAN/AN/A-
Net Assets151M209B0%
Annual Yield % from dividends0.151.3811%
Returns for 1 year-2.905.42-54%
Returns for 3 years18.2230.3960%
Returns for 5 years1.7543.644%
Returns for 10 years-25.7578.18-33%
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