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FOSBX vs FSSNX
FOSBX vs FSSNX Comparison
Open Charts FOSBX vs FSSNX
Tributary Small Company Instl Plus
Price$30.06
Change-$0.73 (-2.37%)
VolumeN/A
Net Assets713.8M
Fidelity Small Cap Index
Price$27.28
Change-$0.83 (-2.95%)
VolumeN/A
Net Assets27.16B
FOSBX vs FSSNX Comparison Chart
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FOSBX vs. FSSNX commentary
Feb 23, 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 FOSBX is a Hold and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.2B vs. FOSBX (714M). 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 : 10.61 vs. FOSBX (2.67). FSSNX return over 5 years is better than : 36.70 vs. FOSBX (5.15).
| 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 | -1.925 | -1.445 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 27.2B | 3% |
| Annual Yield % from dividends | 0.45 | 1.36 | 33% |
| Returns for 1 year | 2.67 | 10.61 | 25% |
| Returns for 3 years | -3.21 | 16.37 | -20% |
| Returns for 5 years | 5.15 | 36.70 | 14% |
| Returns for 10 years | 30.71 | 73.57 | 42% |
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