OSTFX
Price
$20.07
Change
+$0.03 (+0.15%)
Updated
Jul 25 closing price
Net Assets
154.78M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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OSTFX vs VTSMX

Header iconOSTFX vs VTSMX Comparison
Open Charts OSTFX vs VTSMXBanner chart's image
Osterweis
Price$20.07
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets154.78M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
OSTFX vs VTSMX Comparison Chart in %
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OSTFX vs. VTSMX commentary
Jul 28, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OSTFX (155M). VTSMX pays higher dividends than OSTFX: VTSMX (1.12) vs OSTFX (0.16). OSTFX was incepted earlier than VTSMX: OSTFX (32 years) vs VTSMX (33 years). OSTFX (0.96) is less costly to investors than VTSMX (0.14). OSTFX is a more actively managed with annual turnover of: 42.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than OSTFX: VTSMX (3000) vs OSTFX (5000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. OSTFX (-2.08). VTSMX return over 5 years is better than : 93.51 vs. OSTFX (12.26).
OSTFXVTSMXOSTFX / VTSMX
Total Expense Ratio0.960.14686%
Annual Report Gross Expense Ratio0.960.14686%
Fund Existence32 years33 years-
Gain YTD7.4998.28790%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets155M1.91T0%
Annual Yield % from dividends0.161.1214%
Returns for 1 year-2.0817.75-12%
Returns for 3 years14.5560.6024%
Returns for 5 years12.2693.5113%
Returns for 10 years-35.45200.97-18%
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