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FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$30.68
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.91
Change-$0.38 (-0.33%)
VolumeN/A
CapitalizationN/A
FOSBX vs VSMAX Comparison Chart
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VS
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FOSBX vs. VSMAX commentary
Dec 24, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. FOSBX (759M). 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 : 13.97 vs. FOSBX (3.28). VSMAX return over 5 years is better than : 48.61 vs. FOSBX (5.40).
| 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 | 3.279 | 14.128 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 167B | 0% |
| Annual Yield % from dividends | 0.45 | 1.42 | 32% |
| Returns for 1 year | 3.28 | 13.97 | 23% |
| Returns for 3 years | -8.15 | 9.42 | -86% |
| Returns for 5 years | 5.40 | 48.61 | 11% |
| Returns for 10 years | 23.26 | 114.48 | 20% |
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