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FOSBX vs FSSNX
FOSBX vs FSSNX Comparison
Open Charts FOSBX vs FSSNX
Tributary Small Company Instl Plus
Price$30.68
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
Fidelity Small Cap Index
Price$27.75
Change-$0.06 (-0.22%)
VolumeN/A
CapitalizationN/A
FOSBX vs FSSNX Comparison Chart
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FOSBX vs. FSSNX commentary
Dec 24, 2024
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 FOSBX is a Hold and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.5B vs. FOSBX (759M). FSSNX pays higher dividends than FOSBX: FSSNX (1.36) vs FOSBX (0.45). FOSBX was incepted earlier than FSSNX: FOSBX (14 years) vs FSSNX (13 years). FOSBX is a more actively managed with annual turnover of: 37.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than FOSBX: FSSNX (0) vs FOSBX (5000000). FSSNX annual gain was more profitable for investors over the last year : 11.67 vs. FOSBX (3.28). FSSNX return over 5 years is better than : 39.45 vs. FOSBX (5.40).
| FOSBX | FSSNX | FOSBX / FSSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 3.279 | 11.979 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 29.5B | 3% |
| Annual Yield % from dividends | 0.45 | 1.36 | 33% |
| Returns for 1 year | 3.28 | 11.67 | 28% |
| Returns for 3 years | -8.15 | 4.73 | -172% |
| Returns for 5 years | 5.40 | 39.45 | 14% |
| Returns for 10 years | 23.26 | 79.69 | 29% |
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