OSTGX
Price
$16.05
Change
+$0.14 (+0.88%)
Updated
Jul 25 closing price
Net Assets
308.08M
VISGX
Price
$80.72
Change
+$0.57 (+0.71%)
Updated
Jul 25 closing price
Net Assets
36.92B
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OSTGX vs VISGX

Header iconOSTGX vs VISGX Comparison
Open Charts OSTGX vs VISGXBanner chart's image
Osterweis Opportunity Fund
Price$16.05
Change+$0.14 (+0.88%)
VolumeN/A
Net Assets308.08M
Vanguard Small Cap Growth Index I
Price$80.72
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
OSTGX vs VISGX Comparison Chart in %
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OSTGX vs. VISGX commentary
Jul 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 VISGX is a Buy.

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FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.9B vs. OSTGX (308M). VISGX pays higher dividends than OSTGX: VISGX (0.43) vs OSTGX (0.00). OSTGX was incepted earlier than VISGX: OSTGX (9 years) vs VISGX (27 years). OSTGX (1.19) is less costly to investors than VISGX (0.19). OSTGX is a more actively managed with annual turnover of: 137.00 vs. VISGX (21.00). VISGX has a lower initial minimum investment than OSTGX: VISGX (3000) vs OSTGX (5000). VISGX annual gain was more profitable for investors over the last year : 12.27 vs. OSTGX (-2.85). VISGX return over 5 years is better than : 40.06 vs. OSTGX (1.97).
OSTGXVISGXOSTGX / VISGX
Total Expense Ratio1.120.19589%
Annual Report Gross Expense Ratio1.190.19626%
Fund Existence9 years27 years-
Gain YTD-7.1182.589-275%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets308M36.9B1%
Annual Yield % from dividends0.000.43-
Returns for 1 year-2.8512.27-23%
Returns for 3 years35.5638.1593%
Returns for 5 years1.9740.065%
Returns for 10 yearsN/A120.87-
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