Interact to see
Advertisement
Advertisement
OSTGX vs VEXRX
OSTGX vs VEXRX Comparison
Open Charts OSTGX vs VEXRX
Osterweis Opportunity Fund
Price$16.71
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets315.26M
Vanguard Explorer Adm
Price$112.14
Change+$1.12 (+1.01%)
VolumeN/A
Net Assets20.46B
OSTGX vs VEXRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OSTGX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. OSTGX (315M). VEXRX pays higher dividends than OSTGX: VEXRX (0.50) vs OSTGX (0.00). OSTGX was incepted earlier than VEXRX: OSTGX (9 years) vs VEXRX (24 years). OSTGX (1.19) is less costly to investors than VEXRX (0.33). OSTGX is a more actively managed with annual turnover of: 137.00 vs. VEXRX (35.00). OSTGX has a lower initial minimum investment than VEXRX: OSTGX (5000) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : -1.58 vs. OSTGX (-6.28). VEXRX return over 5 years is better than : 13.62 vs. OSTGX (-1.01).
| OSTGX | VEXRX | OSTGX / VEXRX | |
| Total Expense Ratio | 1.12 | 0.33 | 339% |
| Annual Report Gross Expense Ratio | 1.19 | 0.33 | 361% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -3.299 | 4.951 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 50000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 20.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -6.28 | -1.58 | 398% |
| Returns for 3 years | 50.27 | 31.59 | 159% |
| Returns for 5 years | -1.01 | 13.62 | -7% |
| Returns for 10 years | N/A | 42.33 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ANOIX | 22.90 | 0.31 | +1.37% |
| American Century Small Cap Growth Inv | |||
| TRMVX | 28.67 | 0.29 | +1.02% |
| SEI Large Cap Value F (SIMT) | |||
| ANDVX | 10.86 | 0.10 | +0.93% |
| Virtus NFJ Dividend Value R6 | |||
| FWOCX | 17.68 | 0.10 | +0.57% |
| Fidelity Advisor Women's Leadership C | |||
| GFAFX | 86.62 | 0.33 | +0.38% |
| American Funds Growth Fund of Amer F1 | |||