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FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$30.06
Change-$0.73 (-2.37%)
VolumeN/A
Net Assets713.8M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
FOSBX vs VSMAX Comparison Chart
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FOSBX vs. VSMAX commentary
Feb 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. FOSBX (714M). 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 : 14.26 vs. FOSBX (2.67). VSMAX return over 5 years is better than : 48.38 vs. FOSBX (5.15).
| 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 | -1.925 | 2.388 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 161B | 0% |
| Annual Yield % from dividends | 0.45 | 1.42 | 32% |
| Returns for 1 year | 2.67 | 14.26 | 19% |
| Returns for 3 years | -3.21 | 22.07 | -15% |
| Returns for 5 years | 5.15 | 48.38 | 11% |
| Returns for 10 years | 30.71 | 111.34 | 28% |
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