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FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$31.83
Change-$0.28 (-0.87%)
VolumeN/A
Net Assets773.51M
Vanguard Small Cap Index Admiral Shares
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
FOSBX vs VSMAX Comparison Chart
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VS
FOSBX vs. VSMAX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. FOSBX (774M). 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 : 20.15 vs. FOSBX (9.47). VSMAX return over 5 years is better than : 53.34 vs. FOSBX (9.68).
| 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 | 3.850 | 4.568 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 155B | 0% |
| Annual Yield % from dividends | 0.45 | 1.42 | 32% |
| Returns for 1 year | 9.47 | 20.15 | 47% |
| Returns for 3 years | 2.16 | 24.52 | 9% |
| Returns for 5 years | 9.68 | 53.34 | 18% |
| Returns for 10 years | 44.34 | 125.60 | 35% |
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