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FOSBX vs FSSNX
FOSBX vs FSSNX Comparison
Open Charts FOSBX vs FSSNX
Tributary Small Company Instl Plus
Price$31.83
Change-$0.28 (-0.87%)
VolumeN/A
Net Assets773.51M
Fidelity Small Cap Index
Price$28.60
Change-$0.18 (-0.63%)
VolumeN/A
Net Assets27.09B
FOSBX vs FSSNX Comparison Chart
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FOSBX vs. FSSNX commentary
Jan 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 Buy and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.1B vs. FOSBX (774M). 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 : 18.29 vs. FOSBX (9.47). FSSNX return over 5 years is better than : 44.88 vs. FOSBX (9.68).
| 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 | 3.850 | 3.324 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 27.1B | 3% |
| Annual Yield % from dividends | 0.45 | 1.36 | 33% |
| Returns for 1 year | 9.47 | 18.29 | 52% |
| Returns for 3 years | 2.16 | 21.60 | 10% |
| Returns for 5 years | 9.68 | 44.88 | 22% |
| Returns for 10 years | 44.34 | 89.10 | 50% |
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