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FOSBX vs VSCPX
FOSBX vs VSCPX Comparison
Open Charts FOSBX vs VSCPX
Tributary Small Company Instl Plus
Price$31.83
Change-$0.28 (-0.87%)
VolumeN/A
Net Assets773.51M
Vanguard Small Cap Index InstlPlus
Price$347.58
Change-$1.72 (-0.49%)
VolumeN/A
Net Assets155.27B
FOSBX vs VSCPX Comparison Chart
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FOSBX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. FOSBX (774M). 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 : 20.15 vs. FOSBX (9.47). VSCPX return over 5 years is better than : 53.38 vs. FOSBX (9.68).
| 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 | 3.850 | 4.576 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 155B | 0% |
| Annual Yield % from dividends | 0.45 | 1.44 | 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 | 53.38 | 18% |
| Returns for 10 years | 44.34 | 125.71 | 35% |
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