OSTFX
Price
$19.78
Change
+$0.20 (+1.02%)
Updated
Jul 3 closing price
Net Assets
152.98M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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OSTFX vs VTSAX

Header iconOSTFX vs VTSAX Comparison
Open Charts OSTFX vs VTSAXBanner chart's image
Osterweis
Price$19.78
Change+$0.20 (+1.02%)
VolumeN/A
Net Assets152.98M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OSTFX vs VTSAX Comparison Chart in %
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OSTFX vs. VTSAX commentary
Jul 07, 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 OSTFX is a StrongBuy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. OSTFX (153M). VTSAX pays higher dividends than OSTFX: VTSAX (1.21) vs OSTFX (0.16). OSTFX was incepted earlier than VTSAX: OSTFX (32 years) vs VTSAX (25 years). OSTFX (0.96) is less costly to investors than VTSAX (0.04). OSTFX is a more actively managed with annual turnover of: 22.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than OSTFX: VTSAX (3000) vs OSTFX (5000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. OSTFX (-5.52). VTSAX return over 5 years is better than : 95.62 vs. OSTFX (15.85).
OSTFXVTSAXOSTFX / VTSAX
Total Expense Ratio0.960.042,400%
Annual Report Gross Expense Ratio0.960.042,400%
Fund Existence32 years25 years-
Gain YTD5.9456.41693%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets153M1.82T0%
Annual Yield % from dividends0.161.2113%
Returns for 1 year-5.5213.89-40%
Returns for 3 years14.3862.1223%
Returns for 5 years15.8595.6217%
Returns for 10 years-36.24198.69-18%
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