OSTFX
Price
$20.10
Change
+$0.05 (+0.25%)
Updated
Dec 24 closing price
Net Assets
150M
VSMPX
Price
$310.36
Change
+$0.96 (+0.31%)
Updated
Dec 24 closing price
Net Assets
2.06T
Interact to see
Advertisement

OSTFX vs VSMPX

Header iconOSTFX vs VSMPX Comparison
Open Charts OSTFX vs VSMPXBanner chart's image
Osterweis
Price$20.10
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets150M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
OSTFX vs VSMPX Comparison Chart in %
View a ticker or compare two or three
VS
OSTFX vs. VSMPX commentary
Dec 26, 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 VSMPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. OSTFX (150M). VSMPX pays higher dividends than OSTFX: VSMPX (1.12) vs OSTFX (0.15). OSTFX was incepted earlier than VSMPX: OSTFX (32 years) vs VSMPX (11 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 : 14.43 vs. OSTFX (5.35). VSMPX return over 5 years is better than : 76.89 vs. OSTFX (1.34).
OSTFXVSMPXOSTFX / VSMPX
Total Expense Ratio0.960.024,800%
Annual Report Gross Expense Ratio0.960.024,800%
Fund Existence32 years11 years-
Gain YTD7.65917.38244%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets150M2.06T0%
Annual Yield % from dividends0.151.1213%
Returns for 1 year5.3514.4337%
Returns for 3 years26.8678.1034%
Returns for 5 years1.3476.892%
Returns for 10 years-13.17225.09-6%
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 %
JHBCX66.880.14
+0.21%
JHancock Blue Chip Growth NAV
CFWAX29.480.06
+0.20%
Calvert Global Water A
SBMAX32.940.04
+0.12%
ClearBridge Mid Cap A
STSCX37.09N/A
N/A
Sterling Capital SmCp Val Instl
RISRX12.47-0.01
-0.08%
RBC International Small Cap Equity R6