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FOSBX vs VSCIX
FOSBX vs VSCIX Comparison
Open Charts FOSBX vs VSCIX
Tributary Small Company Instl Plus
Price$30.68
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.90
Change-$0.38 (-0.33%)
VolumeN/A
CapitalizationN/A
FOSBX vs VSCIX Comparison Chart
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FOSBX vs. VSCIX commentary
Dec 24, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. FOSBX (759M). 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 : 13.97 vs. FOSBX (3.28). VSCIX return over 5 years is better than : 48.62 vs. FOSBX (5.40).
| 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 | 3.279 | 14.123 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 167B | 0% |
| Annual Yield % from dividends | 0.45 | 1.43 | 31% |
| Returns for 1 year | 3.28 | 13.97 | 23% |
| Returns for 3 years | -8.15 | 9.43 | -86% |
| Returns for 5 years | 5.40 | 48.62 | 11% |
| Returns for 10 years | 23.26 | 114.52 | 20% |
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