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FOSBX vs VSCIX
FOSBX vs VSCIX Comparison
Open Charts FOSBX vs VSCIX
Tributary Small Company Instl Plus
Price$28.48
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets626.52M
Vanguard Small Cap Index I
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
FOSBX vs VSCIX Comparison Chart
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FOSBX vs. VSCIX commentary
Jun 06, 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. FOSBX (627M). VSCIX pays higher dividends than FOSBX: VSCIX (1.49) vs FOSBX (0.29). FOSBX was incepted earlier than VSCIX: FOSBX (14 years) vs VSCIX (28 years). FOSBX (1.06) is less costly to investors than VSCIX (0.04). FOSBX is a more actively managed with annual turnover of: 27.00 vs. VSCIX (13.00). FOSBX (5000000) and VSCIX (5000000) have matching initial minimum investment requirements. VSCIX annual gain was more profitable for investors over the last year : 4.90 vs. FOSBX (-7.27). VSCIX return over 5 years is better than : 52.64 vs. FOSBX (17.77).
| FOSBX | VSCIX | FOSBX / VSCIX | |
| Total Expense Ratio | 0.96 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 1.06 | 0.04 | 2,650% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -7.080 | -3.903 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 148B | 0% |
| Annual Yield % from dividends | 0.29 | 1.49 | 19% |
| Returns for 1 year | -7.27 | 4.90 | -148% |
| Returns for 3 years | -8.00 | 18.35 | -44% |
| Returns for 5 years | 17.77 | 52.64 | 34% |
| Returns for 10 years | 22.29 | 96.43 | 23% |
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