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FOSBX vs VSCIX
FOSBX vs VSCIX Comparison
Open Charts FOSBX vs VSCIX
Tributary Small Company Instl Plus
Price$26.31
Change+$0.29 (+1.11%)
VolumeN/A
Net Assets589.35M
Vanguard Small Cap Index I
Price$100.96
Change+$1.48 (+1.49%)
VolumeN/A
Net Assets143.36B
FOSBX vs VSCIX Comparison Chart
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FOSBX vs. VSCIX 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. FOSBX (589M). VSCIX pays higher dividends than FOSBX: VSCIX (1.53) 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 (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 : -3.85 vs. FOSBX (-10.98). VSCIX return over 5 years is better than : 69.27 vs. FOSBX (29.30).
| 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 | -14.160 | -13.526 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 143B | 0% |
| Annual Yield % from dividends | 0.29 | 1.53 | 19% |
| Returns for 1 year | -10.98 | -3.85 | 285% |
| Returns for 3 years | -14.22 | 3.87 | -367% |
| Returns for 5 years | 29.30 | 69.27 | 42% |
| Returns for 10 years | 12.27 | 74.82 | 16% |