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OSTSX vs VWSTX
OSTSX vs VWSTX Comparison
Open Charts OSTSX vs VWSTX
JPMorgan Short-Interm Muncpl Bd R6
Price$10.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets801.6M
Vanguard Ultra Short-Term Tx-Ex
Price$15.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.59B
OSTSX vs VWSTX Comparison Chart
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OSTSX vs. VWSTX 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 OSTSX is a Hold and VWSTX is a Hold.
FUNDAMENTALS
Fundamentals
VWSTX has more cash in the bank: 15.6B vs. OSTSX (802M). VWSTX (3.19) and OSTSX (3.07) have matching dividends . OSTSX was incepted earlier than VWSTX: OSTSX (7 years) vs VWSTX (48 years). OSTSX (0.38) is less costly to investors than VWSTX (0.17). VWSTX is a more actively managed with annual turnover of: 91.00 vs. OSTSX (44.00). VWSTX has a lower initial minimum investment than OSTSX: VWSTX (3000) vs OSTSX (15000000). OSTSX annual gain was more profitable for investors over the last year : 3.62 vs. VWSTX (0.45). OSTSX return over 5 years is better than : 2.88 vs. VWSTX (-0.61).
| OSTSX | VWSTX | OSTSX / VWSTX | |
| Total Expense Ratio | 0.20 | 0.17 | 118% |
| Annual Report Gross Expense Ratio | 0.38 | 0.17 | 224% |
| Fund Existence | 7 years | 48 years | - |
| Gain YTD | 1.610 | 0.190 | 846% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 802M | 15.6B | 5% |
| Annual Yield % from dividends | 3.07 | 3.19 | 96% |
| Returns for 1 year | 3.62 | 0.45 | 813% |
| Returns for 3 years | 7.77 | 1.50 | 519% |
| Returns for 5 years | 2.88 | -0.61 | -473% |
| Returns for 10 years | N/A | 0.20 | - |
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