OSTFX
Price
$19.96
Change
-$0.07 (-0.35%)
Updated
Aug 15 closing price
Net Assets
153.76M
VTSAX
Price
$154.04
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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OSTFX vs VTSAX

Header iconOSTFX vs VTSAX Comparison
Open Charts OSTFX vs VTSAXBanner chart's image
Osterweis
Price$19.96
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets153.76M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
OSTFX vs VTSAX Comparison Chart in %
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OSTFX vs. VTSAX 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 OSTFX is a Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. OSTFX (154M). VTSAX pays higher dividends than OSTFX: VTSAX (1.18) 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 : 16.22 vs. OSTFX (-4.07). VTSAX return over 5 years is better than : 85.86 vs. OSTFX (7.64).
OSTFXVTSAXOSTFX / VTSAX
Total Expense Ratio0.960.042,400%
Annual Report Gross Expense Ratio0.960.042,400%
Fund Existence32 years25 years-
Gain YTD6.9099.27574%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets154M1.91T0%
Annual Yield % from dividends0.161.1813%
Returns for 1 year-4.0716.22-25%
Returns for 3 years4.4646.8210%
Returns for 5 years7.6485.869%
Returns for 10 years-35.05203.17-17%
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