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FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$29.29
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets634.68M
Vanguard Small Cap Index Admiral Shares
Price$113.78
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
FOSBX vs VSMAX Comparison Chart in %
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FOSBX vs. VSMAX commentary
Jun 28, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. FOSBX (635M). VSMAX pays higher dividends than FOSBX: VSMAX (1.48) vs FOSBX (0.29). FOSBX was incepted earlier than VSMAX: FOSBX (15 years) vs VSMAX (25 years). FOSBX (1.06) is less costly to investors than VSMAX (0.05). FOSBX is a more actively managed with annual turnover of: 29.00 vs. VSMAX (13.00). 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 : 8.94 vs. FOSBX (-2.61). VSMAX return over 5 years is better than : 71.05 vs. FOSBX (38.51).
| FOSBX | VSMAX | FOSBX / VSMAX | |
| Total Expense Ratio | 0.96 | 0.05 | 1,920% |
| Annual Report Gross Expense Ratio | 1.06 | 0.05 | 2,120% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | -4.437 | -1.279 | 347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 148B | 0% |
| Annual Yield % from dividends | 0.29 | 1.48 | 19% |
| Returns for 1 year | -2.61 | 8.94 | -29% |
| Returns for 3 years | 1.87 | 33.35 | 6% |
| Returns for 5 years | 38.51 | 71.05 | 54% |
| Returns for 10 years | 26.19 | 103.08 | 25% |
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