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FOSBX vs VSCPX
FOSBX vs VSCPX Comparison
Open Charts FOSBX vs VSCPX
Tributary Small Company Instl Plus
Price$30.06
Change-$0.73 (-2.37%)
VolumeN/A
Net Assets713.8M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
FOSBX vs VSCPX Comparison Chart
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FOSBX vs. VSCPX commentary
Feb 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. FOSBX (714M). 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 : 11.26 vs. FOSBX (2.67). VSCPX return over 5 years is better than : 44.50 vs. FOSBX (5.15).
| 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 | -1.925 | -0.301 | 640% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 161B | 0% |
| Annual Yield % from dividends | 0.45 | 1.44 | 31% |
| Returns for 1 year | 2.67 | 11.26 | 24% |
| Returns for 3 years | -3.21 | 18.87 | -17% |
| Returns for 5 years | 5.15 | 44.50 | 12% |
| Returns for 10 years | 30.71 | 105.88 | 29% |
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