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FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$26.53
Change-$1.86 (-6.55%)
VolumeN/A
Net Assets664.75M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
FOSBX vs VSMAX Comparison Chart
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FOSBX vs. VSMAX commentary
Apr 04, 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: 153B vs. FOSBX (665M). VSMAX pays higher dividends than FOSBX: VSMAX (1.52) vs FOSBX (0.29). FOSBX was incepted earlier than VSMAX: FOSBX (14 years) vs VSMAX (24 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 (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 : 1.20 vs. FOSBX (-6.07). VSMAX return over 5 years is better than : 115.95 vs. FOSBX (52.27).
| 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 | 24 years | - |
| Gain YTD | -7.374 | -5.824 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 153B | 0% |
| Annual Yield % from dividends | 0.29 | 1.52 | 19% |
| Returns for 1 year | -6.07 | 1.20 | -504% |
| Returns for 3 years | -11.08 | 6.53 | -170% |
| Returns for 5 years | 52.27 | 115.95 | 45% |
| Returns for 10 years | 20.69 | 91.10 | 23% |