OSTIX vs. VDIGX
Compare and contrast key facts about Osterweis Strategic Income Fund (OSTIX) and Vanguard Dividend Growth Fund (VDIGX).
OSTIX is managed by Osterweis. It was launched on Aug 30, 2002. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSTIX or VDIGX.
Correlation
The correlation between OSTIX and VDIGX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
OSTIX vs. VDIGX - Performance Comparison
Key characteristics
OSTIX:
5.99
VDIGX:
-0.03
OSTIX:
10.54
VDIGX:
0.04
OSTIX:
2.87
VDIGX:
1.01
OSTIX:
13.44
VDIGX:
-0.03
OSTIX:
62.00
VDIGX:
-0.10
OSTIX:
0.14%
VDIGX:
3.84%
OSTIX:
1.42%
VDIGX:
12.88%
OSTIX:
-10.06%
VDIGX:
-46.89%
OSTIX:
0.00%
VDIGX:
-13.17%
Returns By Period
In the year-to-date period, OSTIX achieves a 0.54% return, which is significantly higher than VDIGX's 0.36% return. Over the past 10 years, OSTIX has underperformed VDIGX with an annualized return of 4.86%, while VDIGX has yielded a comparatively higher 6.58% annualized return.
OSTIX
0.54%
0.80%
4.03%
8.51%
5.57%
4.86%
VDIGX
0.36%
-7.84%
-6.14%
-0.91%
4.65%
6.58%
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OSTIX vs. VDIGX - Expense Ratio Comparison
OSTIX has a 0.84% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
OSTIX vs. VDIGX — Risk-Adjusted Performance Rank
OSTIX
VDIGX
OSTIX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Osterweis Strategic Income Fund (OSTIX) and Vanguard Dividend Growth Fund (VDIGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
OSTIX vs. VDIGX - Dividend Comparison
OSTIX's dividend yield for the trailing twelve months is around 5.23%, more than VDIGX's 1.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSTIX Osterweis Strategic Income Fund | 5.23% | 5.25% | 5.71% | 4.71% | 4.03% | 3.85% | 4.74% | 4.66% | 4.58% | 5.24% | 5.98% | 5.15% |
VDIGX Vanguard Dividend Growth Fund | 1.87% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
OSTIX vs. VDIGX - Drawdown Comparison
The maximum OSTIX drawdown since its inception was -10.06%, smaller than the maximum VDIGX drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for OSTIX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
OSTIX vs. VDIGX - Volatility Comparison
The current volatility for Osterweis Strategic Income Fund (OSTIX) is 0.57%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 10.31%. This indicates that OSTIX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.