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FOSBX vs FSSNX
FOSBX vs FSSNX Comparison
Open Charts FOSBX vs FSSNX
Tributary Small Company Instl Plus
Price$26.31
Change+$0.29 (+1.11%)
VolumeN/A
Net Assets589.35M
Fidelity Small Cap Index
Price$23.92
Change+$0.36 (+1.53%)
VolumeN/A
Net Assets24.17B
FOSBX vs FSSNX Comparison Chart
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FOSBX vs. FSSNX commentary
Apr 24, 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: 24.2B vs. FOSBX (589M). 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 : -4.20 vs. FOSBX (-10.98). FSSNX return over 5 years is better than : 60.26 vs. FOSBX (29.30).
| 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 | -14.160 | -14.884 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 24.2B | 2% |
| Annual Yield % from dividends | 0.29 | 1.13 | 25% |
| Returns for 1 year | -10.98 | -4.20 | 261% |
| Returns for 3 years | -14.22 | 2.26 | -628% |
| Returns for 5 years | 29.30 | 60.26 | 49% |
| Returns for 10 years | 12.27 | 45.51 | 27% |
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