OSTFX
Price
$19.78
Change
+$0.20 (+1.02%)
Updated
Jul 3 closing price
Net Assets
152.98M
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

OSTFX vs VSMPX

Header iconOSTFX vs VSMPX Comparison
Open Charts OSTFX vs VSMPXBanner chart's image
Osterweis
Price$19.78
Change+$0.20 (+1.02%)
VolumeN/A
Net Assets152.98M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
OSTFX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OSTFX vs. VSMPX commentary
Jul 07, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. OSTFX (153M). VSMPX pays higher dividends than OSTFX: VSMPX (1.22) 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: 22.00 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 : 13.90 vs. OSTFX (-5.52). VSMPX return over 5 years is better than : 95.69 vs. OSTFX (15.85).
OSTFXVSMPXOSTFX / VSMPX
Total Expense Ratio0.960.024,800%
Annual Report Gross Expense Ratio0.960.024,800%
Fund Existence32 years10 years-
Gain YTD5.9456.42693%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets153M1.82T0%
Annual Yield % from dividends0.161.2213%
Returns for 1 year-5.5213.90-40%
Returns for 3 years14.3862.1723%
Returns for 5 years15.8595.6917%
Returns for 10 years-36.24189.21-19%
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 %
PSGCX22.310.17
+0.77%
Virtus KAR Small-Cap Growth C
JIDVX12.730.09
+0.71%
Janus Henderson U.S. Dividend Income I
GQLOX35.430.21
+0.60%
GMO Quality VI
JGECX12.860.07
+0.55%
JHancock Global Equity C
MSCFX29.230.10
+0.34%
Mairs & Power Small Cap