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FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$33.23
Change-$0.41 (-1.22%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
FOSBX vs VSMAX Comparison Chart
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FOSBX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. FOSBX (799M). VSMAX pays higher dividends than FOSBX: VSMAX (1.42) vs FOSBX (0.45). FOSBX was incepted earlier than VSMAX: FOSBX (14 years) vs VSMAX (24 years). FOSBX is a more actively managed with annual turnover of: 37.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than FOSBX: VSMAX (3000) vs FOSBX (5000000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. FOSBX (18.51). VSMAX return over 5 years is better than : 53.45 vs. FOSBX (18.28).
| FOSBX | VSMAX | FOSBX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 10.813 | 10.898 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 149B | 1% |
| Annual Yield % from dividends | 0.45 | 1.42 | 32% |
| Returns for 1 year | 18.51 | 25.54 | 72% |
| Returns for 3 years | -6.10 | 8.91 | -69% |
| Returns for 5 years | 18.28 | 53.45 | 34% |
| Returns for 10 years | 39.45 | 121.55 | 32% |
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