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FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$34.10
Change-$0.40 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$119.32
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
FOSBX vs VSMAX Comparison Chart
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FOSBX vs. VSMAX commentary
Nov 15, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. FOSBX (830M). 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 : 32.13 vs. FOSBX (25.15). VSMAX return over 5 years is better than : 59.11 vs. FOSBX (20.30).
| 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 | 15.850 | 18.402 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 151B | 1% |
| Annual Yield % from dividends | 0.45 | 1.42 | 32% |
| Returns for 1 year | 25.15 | 32.13 | 78% |
| Returns for 3 years | -12.32 | 7.13 | -173% |
| Returns for 5 years | 20.30 | 59.11 | 34% |
| Returns for 10 years | 41.42 | 128.55 | 32% |
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