OSTGX
Price
$16.05
Change
+$0.14 (+0.88%)
Updated
Jul 25 closing price
Net Assets
308.08M
VSGAX
Price
$100.94
Change
+$0.72 (+0.72%)
Updated
Jul 25 closing price
Net Assets
36.92B
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OSTGX vs VSGAX

Header iconOSTGX vs VSGAX Comparison
Open Charts OSTGX vs VSGAXBanner chart's image
Osterweis Opportunity Fund
Price$16.05
Change+$0.14 (+0.88%)
VolumeN/A
Net Assets308.08M
Vanguard Small Cap Growth Index Admiral
Price$100.94
Change+$0.72 (+0.72%)
VolumeN/A
Net Assets36.92B
OSTGX vs VSGAX Comparison Chart in %
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VS
OSTGX vs. VSGAX 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 VSGAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. OSTGX (308M). VSGAX pays higher dividends than OSTGX: VSGAX (0.54) vs OSTGX (0.00). OSTGX was incepted earlier than VSGAX: OSTGX (9 years) vs VSGAX (14 years). OSTGX (1.19) is less costly to investors than VSGAX (0.07). OSTGX is a more actively managed with annual turnover of: 137.00 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than OSTGX: VSGAX (3000) vs OSTGX (5000). VSGAX annual gain was more profitable for investors over the last year : 12.32 vs. OSTGX (-2.85). VSGAX return over 5 years is better than : 40.33 vs. OSTGX (1.97).
OSTGXVSGAXOSTGX / VSGAX
Total Expense Ratio1.120.071,600%
Annual Report Gross Expense Ratio1.190.071,700%
Fund Existence9 years14 years-
Gain YTD-7.1182.611-273%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets308M36.9B1%
Annual Yield % from dividends0.000.54-
Returns for 1 year-2.8512.32-23%
Returns for 3 years35.5638.3093%
Returns for 5 years1.9740.335%
Returns for 10 yearsN/A121.74-
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