Interact to see
Advertisement
Advertisement
FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$28.55
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets576.41M
Vanguard Small Cap Index Admiral Shares
Price$117.69
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
FOSBX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOSBX vs. VSMAX commentary
Nov 20, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. FOSBX (576M). VSMAX pays higher dividends than FOSBX: VSMAX (1.34) vs FOSBX (0.28). FOSBX was incepted earlier than VSMAX: FOSBX (15 years) vs VSMAX (25 years). FOSBX (1.05) is less costly to investors than VSMAX (0.05). FOSBX is a more actively managed with annual turnover of: 29.00 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 : -0.53 vs. FOSBX (-15.25). VSMAX return over 5 years is better than : 39.21 vs. FOSBX (4.11).
| FOSBX | VSMAX | FOSBX / VSMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.05 | 0.05 | 2,100% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | -6.852 | 2.248 | -305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 162B | 0% |
| Annual Yield % from dividends | 0.28 | 1.34 | 21% |
| Returns for 1 year | -15.25 | -0.53 | 2,885% |
| Returns for 3 years | -8.80 | 29.85 | -29% |
| Returns for 5 years | 4.11 | 39.21 | 10% |
| Returns for 10 years | 22.08 | 122.28 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VWOB | 67.48 | -0.03 | -0.04% |
| Vanguard Emerging Mkts Govt Bd ETF | |||
| IQI | 9.98 | -0.02 | -0.20% |
| INVESCO QUALITY Municipal SECURITIES | |||
| KHPI | 25.64 | -0.07 | -0.27% |
| Kensington Hedged Premium Income ETF | |||
| RFDI | 76.72 | -0.76 | -0.98% |
| First Trust RiverFront Dyn Dev Intl ETF | |||
| ERY | 19.55 | -0.31 | -1.56% |
| Direxion Daily Energy Bear 2X ETF | |||