OSTFX
Price
$19.96
Change
-$0.07 (-0.35%)
Updated
Aug 15 closing price
Net Assets
153.76M
VTSMX
Price
$154.00
Change
-$0.41 (-0.27%)
Updated
Aug 15 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$19.96
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets153.76M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
OSTFX vs VTSMX Comparison Chart in %
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OSTFX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OSTFX (154M). VTSMX pays higher dividends than OSTFX: VTSMX (1.09) 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 : 16.21 vs. OSTFX (-4.07). VTSMX return over 5 years is better than : 85.82 vs. OSTFX (7.64).
OSTFXVTSMXOSTFX / VTSMX
Total Expense Ratio0.960.14686%
Annual Report Gross Expense Ratio0.960.14686%
Fund Existence32 years33 years-
Gain YTD6.9099.26675%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets154M1.91T0%
Annual Yield % from dividends0.161.0915%
Returns for 1 year-4.0716.21-25%
Returns for 3 years4.4646.8010%
Returns for 5 years7.6485.829%
Returns for 10 years-35.05202.54-17%
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