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FOSBX vs VSCPX
FOSBX vs VSCPX Comparison
Open Charts FOSBX vs VSCPX
Tributary Small Company Instl Plus
Price$34.10
Change-$0.40 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$344.39
Change-$3.99 (-1.15%)
VolumeN/A
CapitalizationN/A
FOSBX vs VSCPX Comparison Chart
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FOSBX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. FOSBX (830M). VSCPX pays higher dividends than FOSBX: VSCPX (1.44) vs FOSBX (0.45). FOSBX was incepted earlier than VSCPX: FOSBX (14 years) vs VSCPX (14 years). FOSBX is a more actively managed with annual turnover of: 37.00 vs. VSCPX (12.00). FOSBX has a lower initial minimum investment than VSCPX: FOSBX (5000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 32.14 vs. FOSBX (25.15). VSCPX return over 5 years is better than : 59.16 vs. FOSBX (20.30).
| FOSBX | VSCPX | FOSBX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 15.850 | 18.408 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 151B | 1% |
| Annual Yield % from dividends | 0.45 | 1.44 | 31% |
| Returns for 1 year | 25.15 | 32.14 | 78% |
| Returns for 3 years | -12.32 | 7.15 | -172% |
| Returns for 5 years | 20.30 | 59.16 | 34% |
| Returns for 10 years | 41.42 | 128.71 | 32% |
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