OSTFX
Price
$20.43
Change
+$0.08 (+0.39%)
Updated
Jan 15 closing price
Net Assets
151.37M
VSMPX
Price
$312.21
Change
-$0.12 (-0.04%)
Updated
Jan 16 closing price
Net Assets
2.06T
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OSTFX vs VSMPX

Header iconOSTFX vs VSMPX Comparison
Open Charts OSTFX vs VSMPXBanner chart's image
Osterweis
Price$20.43
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets151.37M
Vanguard Total Stock Mkt Idx Instl Pls
Price$312.21
Change-$0.12 (-0.04%)
VolumeN/A
Net Assets2.06T
OSTFX vs VSMPX Comparison Chart in %
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VS
OSTFX vs. VSMPX commentary
Jan 17, 2026

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 Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. OSTFX (151M). VSMPX pays higher dividends than OSTFX: VSMPX (1.13) vs OSTFX (0.08). 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 : 16.54 vs. OSTFX (8.12). VSMPX return over 5 years is better than : 74.26 vs. OSTFX (0.74).
OSTFXVSMPXOSTFX / VSMPX
Total Expense Ratio0.960.024,800%
Annual Report Gross Expense Ratio0.960.024,800%
Fund Existence32 years11 years-
Gain YTD2.7672.005138%
Front LoadN/AN/A-
Min. Initial Investment50001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets151M2.06T0%
Annual Yield % from dividends0.081.137%
Returns for 1 year8.1216.5449%
Returns for 3 years24.7571.5235%
Returns for 5 years0.7474.261%
Returns for 10 years-4.19260.60-2%
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