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FOSBX vs FSSNX
FOSBX vs FSSNX Comparison
Open Charts FOSBX vs FSSNX
Tributary Small Company Instl Plus
Price$29.29
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets634.68M
Fidelity Small Cap Index
Price$27.15
Change+$0.45 (+1.69%)
VolumeN/A
Net Assets24.88B
FOSBX vs FSSNX Comparison Chart in %
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FOSBX vs. FSSNX commentary
Jun 28, 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 Buy and FSSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. FOSBX (635M). FSSNX pays higher dividends than FOSBX: FSSNX (1.10) vs FOSBX (0.29). FOSBX was incepted earlier than FSSNX: FOSBX (15 years) vs FSSNX (14 years). FOSBX (1.06) is less costly to investors than FSSNX (0.03). FOSBX is a more actively managed with annual turnover of: 29.00 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 : 8.22 vs. FOSBX (-2.61). FSSNX return over 5 years is better than : 64.65 vs. FOSBX (38.51).
| FOSBX | FSSNX | FOSBX / FSSNX | |
| Total Expense Ratio | 0.96 | 0.03 | 3,840% |
| Annual Report Gross Expense Ratio | 1.06 | 0.03 | 4,240% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -4.437 | -1.915 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 24.9B | 3% |
| Annual Yield % from dividends | 0.29 | 1.10 | 26% |
| Returns for 1 year | -2.61 | 8.22 | -32% |
| Returns for 3 years | 1.87 | 31.17 | 6% |
| Returns for 5 years | 38.51 | 64.65 | 60% |
| Returns for 10 years | 26.19 | 70.79 | 37% |
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