OSTFX
Price
$19.96
Change
-$0.07 (-0.35%)
Updated
Aug 15 closing price
Net Assets
153.76M
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
Interact to see
Advertisement

OSTFX vs VSMPX

Header iconOSTFX vs VSMPX Comparison
Open Charts OSTFX vs VSMPXBanner chart's image
Osterweis
Price$19.96
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets153.76M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
OSTFX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OSTFX vs. VSMPX 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 VSMPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. OSTFX (154M). VSMPX pays higher dividends than OSTFX: VSMPX (1.20) vs OSTFX (0.16). OSTFX was incepted earlier than VSMPX: OSTFX (32 years) vs VSMPX (10 years). OSTFX (0.96) is less costly to investors than VSMPX (0.02). OSTFX is a more actively managed with annual turnover of: 42.00 vs. VSMPX (2.00). OSTFX has a lower initial minimum investment than VSMPX: OSTFX (5000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.22 vs. OSTFX (-4.07). VSMPX return over 5 years is better than : 85.90 vs. OSTFX (7.64).
OSTFXVSMPXOSTFX / VSMPX
Total Expense Ratio0.960.024,800%
Annual Report Gross Expense Ratio0.960.024,800%
Fund Existence32 years10 years-
Gain YTD6.9099.28474%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets154M1.91T0%
Annual Yield % from dividends0.161.2013%
Returns for 1 year-4.0716.22-25%
Returns for 3 years4.4646.8610%
Returns for 5 years7.6485.909%
Returns for 10 years-35.05193.56-18%
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 %
HSWSX21.130.14
+0.67%
Hartford Schroders International Stk R4
GQHPX13.290.03
+0.23%
GQG Partners US Quality Value Fund Inv
SAOAX30.760.01
+0.03%
NAA Opportunity A
KTCAX44.08N/A
N/A
DWS Science and Technology A
NMCIX26.95-0.10
-0.37%
Voya MidCap Opportunities I