OSTFX
Price
$20.37
Change
+$0.08 (+0.39%)
Updated
Sep 8 closing price
Net Assets
155.54M
VTSAX
Price
$155.55
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
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OSTFX vs VTSAX

Header iconOSTFX vs VTSAX Comparison
Open Charts OSTFX vs VTSAXBanner chart's image
Osterweis
Price$20.37
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets155.54M
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
OSTFX vs VTSAX Comparison Chart in %
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OSTFX vs. VTSAX commentary
Sep 09, 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 Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. OSTFX (156M). VTSAX pays higher dividends than OSTFX: VTSAX (1.16) 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: 42.00 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 : 18.04 vs. OSTFX (-2.53). VTSAX return over 5 years is better than : 84.96 vs. OSTFX (9.30).
OSTFXVTSAXOSTFX / VTSAX
Total Expense Ratio0.960.042,400%
Annual Report Gross Expense Ratio0.960.042,400%
Fund Existence32 years25 years-
Gain YTD8.67710.34684%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets156M1.95T0%
Annual Yield % from dividends0.161.1614%
Returns for 1 year-2.5318.04-14%
Returns for 3 years16.3363.6626%
Returns for 5 years9.3084.9611%
Returns for 10 years-30.51224.91-14%
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