OSTFX
Price
$20.37
Change
+$0.08 (+0.39%)
Updated
Sep 8 closing price
Net Assets
155.54M
VTSMX
Price
$155.50
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
Interact to see
Advertisement

OSTFX vs VTSMX

Header iconOSTFX vs VTSMX Comparison
Open Charts OSTFX vs VTSMXBanner chart's image
Osterweis
Price$20.37
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets155.54M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
OSTFX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OSTFX vs. VTSMX 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 VTSMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. OSTFX (156M). VTSMX pays higher dividends than OSTFX: VTSMX (1.07) 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 : 18.03 vs. OSTFX (-2.53). VTSMX return over 5 years is better than : 84.94 vs. OSTFX (9.30).
OSTFXVTSMXOSTFX / VTSMX
Total Expense Ratio0.960.14686%
Annual Report Gross Expense Ratio0.960.14686%
Fund Existence32 years33 years-
Gain YTD8.67710.33084%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets156M1.95T0%
Annual Yield % from dividends0.161.0715%
Returns for 1 year-2.5318.03-14%
Returns for 3 years16.3363.6326%
Returns for 5 years9.3084.9411%
Returns for 10 years-30.51224.15-14%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VREQX10.510.09
+0.86%
NYLI CBRE Real Estate Class R6
NASDX43.880.04
+0.09%
Shelton Nasdaq-100 Index Investor
SVACX6.43N/A
N/A
Federated Hermes Strategic Value Div C
BGALX16.65N/A
N/A
Baillie Gifford Global Alpha Equities 4
TSMDX15.96-0.01
-0.06%
Trillium ESG Small/Mid Cap Institutional