OSTFX
Price
$19.78
Change
+$0.20 (+1.02%)
Updated
Jul 3 closing price
Net Assets
152.98M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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OSTFX vs VTSMX

Header iconOSTFX vs VTSMX Comparison
Open Charts OSTFX vs VTSMXBanner chart's image
Osterweis
Price$19.78
Change+$0.20 (+1.02%)
VolumeN/A
Net Assets152.98M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OSTFX vs VTSMX Comparison Chart in %
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OSTFX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. OSTFX (153M). 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: 22.00 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 : 13.89 vs. OSTFX (-5.52). VTSMX return over 5 years is better than : 95.59 vs. OSTFX (15.85).
OSTFXVTSMXOSTFX / VTSMX
Total Expense Ratio0.960.14686%
Annual Report Gross Expense Ratio0.960.14686%
Fund Existence32 years33 years-
Gain YTD5.9456.42193%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets153M1.82T0%
Annual Yield % from dividends0.161.1214%
Returns for 1 year-5.5213.89-40%
Returns for 3 years14.3862.0823%
Returns for 5 years15.8595.5917%
Returns for 10 years-36.24198.05-18%
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