FOSBX
Price
$28.48
Change
+$0.01 (+0.04%)
Updated
Jun 5 closing price
Net Assets
626.52M
VSMAX
Price
$110.38
Change
-$0.17 (-0.15%)
Updated
Jun 5 closing price
Net Assets
147.56B
Interact to see
Advertisement

FOSBX vs VSMAX

Header iconFOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAXBanner chart's image
Tributary Small Company Instl Plus
Price$28.48
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets626.52M
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
FOSBX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
FOSBX vs. VSMAX commentary
Jun 06, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. FOSBX (627M). VSMAX pays higher dividends than FOSBX: VSMAX (1.48) vs FOSBX (0.29). FOSBX was incepted earlier than VSMAX: FOSBX (14 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: 27.00 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 : 4.90 vs. FOSBX (-7.27). VSMAX return over 5 years is better than : 52.62 vs. FOSBX (17.77).
FOSBXVSMAXFOSBX / VSMAX
Total Expense Ratio0.960.051,920%
Annual Report Gross Expense Ratio1.060.052,120%
Fund Existence14 years25 years-
Gain YTD-7.080-3.912181%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets627M148B0%
Annual Yield % from dividends0.291.4819%
Returns for 1 year-7.274.90-148%
Returns for 3 years-8.0018.34-44%
Returns for 5 years17.7752.6234%
Returns for 10 years22.2996.3823%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SNXFX128.40N/A
N/A
Schwab 1000 Index®
JUSSX16.78N/A
N/A
JPMorgan US Small Company L
AUXIX31.45N/A
N/A
Auxier Focus Institutional
CXXRX22.06N/A
N/A
Columbia Small Cap Index Inst2
MCSMX9.72N/A
N/A
Matthews China Small Companies