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FOSBX vs VSCIX
FOSBX vs VSCIX Comparison
Open Charts FOSBX vs VSCIX
Tributary Small Company Instl Plus
Price$31.83
Change-$0.28 (-0.87%)
VolumeN/A
Net Assets773.51M
Vanguard Small Cap Index I
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
FOSBX vs VSCIX Comparison Chart
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FOSBX vs. VSCIX 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. FOSBX (774M). VSCIX pays higher dividends than FOSBX: VSCIX (1.43) vs FOSBX (0.45). FOSBX was incepted earlier than VSCIX: FOSBX (14 years) vs VSCIX (28 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 : 20.15 vs. FOSBX (9.47). VSCIX return over 5 years is better than : 53.36 vs. FOSBX (9.68).
| FOSBX | VSCIX | FOSBX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 3.850 | 4.577 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 155B | 0% |
| Annual Yield % from dividends | 0.45 | 1.43 | 31% |
| Returns for 1 year | 9.47 | 20.15 | 47% |
| Returns for 3 years | 2.16 | 24.55 | 9% |
| Returns for 5 years | 9.68 | 53.36 | 18% |
| Returns for 10 years | 44.34 | 125.65 | 35% |
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