OSTFX
Price
$19.00
Change
-$0.26 (-1.35%)
Updated
Jun 13 closing price
Net Assets
147.51M
VTSMX
Price
$142.86
Change
-$1.69 (-1.17%)
Updated
Jun 13 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$19.00
Change-$0.26 (-1.35%)
VolumeN/A
Net Assets147.51M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
OSTFX vs VTSMX Comparison Chart
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OSTFX vs. VTSMX commentary
Jun 15, 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 (148M). VTSMX pays higher dividends than OSTFX: VTSMX (1.18) vs OSTFX (0.17). 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 : 10.06 vs. OSTFX (-7.66). VTSMX return over 5 years is better than : 91.36 vs. OSTFX (14.84).
OSTFXVTSMXOSTFX / VTSMX
Total Expense Ratio0.960.14686%
Annual Report Gross Expense Ratio0.960.14686%
Fund Existence32 years33 years-
Gain YTD1.7681.349131%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets148M1.82T0%
Annual Yield % from dividends0.171.1814%
Returns for 1 year-7.6610.06-76%
Returns for 3 years12.5957.5922%
Returns for 5 years14.8491.3616%
Returns for 10 years-40.27178.92-23%
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