Interact to see
Advertisement
Advertisement
FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
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
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.
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).
| 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 | 14 years | 25 years | - |
| Gain YTD | -7.080 | -3.912 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 148B | 0% |
| Annual Yield % from dividends | 0.29 | 1.48 | 19% |
| Returns for 1 year | -7.27 | 4.90 | -148% |
| Returns for 3 years | -8.00 | 18.34 | -44% |
| Returns for 5 years | 17.77 | 52.62 | 34% |
| Returns for 10 years | 22.29 | 96.38 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement