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FOSBX vs VSCIX
FOSBX vs VSCIX Comparison
Open Charts FOSBX vs VSCIX
Tributary Small Company Instl Plus
Price$34.10
Change-$0.40 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$119.32
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
FOSBX vs VSCIX Comparison Chart
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FOSBX vs. VSCIX commentary
Nov 15, 2024
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 StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. FOSBX (830M). VSCIX pays higher dividends than FOSBX: VSCIX (1.43) vs FOSBX (0.45). FOSBX was incepted earlier than VSCIX: FOSBX (14 years) vs VSCIX (27 years). FOSBX is a more actively managed with annual turnover of: 37.00 vs. VSCIX (12.00). FOSBX (5000000) and VSCIX (5000000) have matching initial minimum investment requirements. VSCIX annual gain was more profitable for investors over the last year : 32.13 vs. FOSBX (25.15). VSCIX return over 5 years is better than : 59.15 vs. FOSBX (20.30).
| FOSBX | VSCIX | FOSBX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 15.850 | 18.404 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 151B | 1% |
| Annual Yield % from dividends | 0.45 | 1.43 | 31% |
| Returns for 1 year | 25.15 | 32.13 | 78% |
| Returns for 3 years | -12.32 | 7.14 | -172% |
| Returns for 5 years | 20.30 | 59.15 | 34% |
| Returns for 10 years | 41.42 | 128.63 | 32% |