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OSTGX vs VSGIX
OSTGX vs VSGIX Comparison
Open Charts OSTGX vs VSGIX
Osterweis Opportunity Fund
Price$16.52
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets318.26M
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
OSTGX vs VSGIX Comparison Chart in %
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OSTGX vs. VSGIX commentary
Aug 18, 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. OSTGX (318M). VSGIX pays higher dividends than OSTGX: VSGIX (0.54) vs OSTGX (0.00). OSTGX was incepted earlier than VSGIX: OSTGX (9 years) vs VSGIX (25 years). OSTGX (1.19) is less costly to investors than VSGIX (0.06). OSTGX is a more actively managed with annual turnover of: 137.00 vs. VSGIX (21.00). OSTGX has a lower initial minimum investment than VSGIX: OSTGX (5000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.52 vs. OSTGX (-3.39). VSGIX return over 5 years is better than : 34.27 vs. OSTGX (-0.54).
| OSTGX | VSGIX | OSTGX / VSGIX | |
| Total Expense Ratio | 1.12 | 0.06 | 1,867% |
| Annual Report Gross Expense Ratio | 1.19 | 0.06 | 1,983% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -4.398 | 2.257 | -195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 37.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -3.39 | 12.52 | -27% |
| Returns for 3 years | 26.30 | 21.63 | 122% |
| Returns for 5 years | -0.54 | 34.27 | -2% |
| Returns for 10 years | N/A | 121.03 | - |
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