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FOSBX vs FSSNX
FOSBX vs FSSNX Comparison
Open Charts FOSBX vs FSSNX
Tributary Small Company Instl Plus
Price$26.53
Change-$1.86 (-6.55%)
VolumeN/A
Net Assets664.75M
Fidelity Small Cap Index
Price$23.80
Change-$1.68 (-6.59%)
VolumeN/A
Net Assets24.17B
FOSBX vs FSSNX Comparison Chart
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FOSBX vs. FSSNX commentary
Apr 04, 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: 24.2B vs. FOSBX (665M). FSSNX pays higher dividends than FOSBX: FSSNX (1.13) vs FOSBX (0.29). FOSBX was incepted earlier than FSSNX: FOSBX (14 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: 27.00 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 : -0.02 vs. FOSBX (-6.07). FSSNX return over 5 years is better than : 103.11 vs. FOSBX (52.27).
| 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 | 14 years | 14 years | - |
| Gain YTD | -7.374 | -7.948 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 24.2B | 3% |
| Annual Yield % from dividends | 0.29 | 1.13 | 25% |
| Returns for 1 year | -6.07 | -0.02 | 37,426% |
| Returns for 3 years | -11.08 | 2.50 | -444% |
| Returns for 5 years | 52.27 | 103.11 | 51% |
| Returns for 10 years | 20.69 | 58.34 | 35% |
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