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FOSBX vs VSCPX
FOSBX vs VSCPX Comparison
Open Charts FOSBX vs VSCPX
Tributary Small Company Instl Plus
Price$33.23
Change-$0.41 (-1.22%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$326.54
Change-$2.23 (-0.68%)
VolumeN/A
CapitalizationN/A
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FOSBX vs VSCPX Comparison Chart
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FOSBX vs. VSCPX commentary
Sep 21, 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 Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 149B vs. FOSBX (799M). 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 : 20.76 vs. FOSBX (18.51). VSCPX return over 5 years is better than : 51.88 vs. FOSBX (18.28).
| 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 | 10.813 | 9.741 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 149B | 1% |
| Annual Yield % from dividends | 0.45 | 1.44 | 31% |
| Returns for 1 year | 18.51 | 20.76 | 89% |
| Returns for 3 years | -6.10 | 5.72 | -107% |
| Returns for 5 years | 18.28 | 51.88 | 35% |
| Returns for 10 years | 39.45 | 114.22 | 35% |
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