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OSTGX vs VEXPX
OSTGX vs VEXPX Comparison
Open Charts OSTGX vs VEXPX
Osterweis Opportunity Fund
Price$16.71
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets315.26M
OSTGX vs VEXPX Comparison Chart in %
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OSTGX vs. VEXPX commentary
Sep 28, 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 OSTGX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. OSTGX (315M). VEXPX pays higher dividends than OSTGX: VEXPX (0.39) vs OSTGX (0.00). OSTGX was incepted earlier than VEXPX: OSTGX (9 years) vs VEXPX (58 years). OSTGX (1.19) is less costly to investors than VEXPX (0.44). OSTGX is a more actively managed with annual turnover of: 137.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than OSTGX: VEXPX (3000) vs OSTGX (5000). VEXPX annual gain was more profitable for investors over the last year : -1.58 vs. OSTGX (-6.28). VEXPX return over 5 years is better than : 13.68 vs. OSTGX (-1.01).
| OSTGX | VEXPX | OSTGX / VEXPX | |
| Total Expense Ratio | 1.12 | 0.44 | 255% |
| Annual Report Gross Expense Ratio | 1.19 | 0.44 | 270% |
| Fund Existence | 9 years | 58 years | - |
| Gain YTD | -3.299 | 4.863 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 20.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -6.28 | -1.58 | 399% |
| Returns for 3 years | 50.27 | 31.61 | 159% |
| Returns for 5 years | -1.01 | 13.68 | -7% |
| Returns for 10 years | N/A | 42.38 | - |
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