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FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$28.96
Change-$0.30 (-1.03%)
VolumeN/A
Net Assets617.52M
Vanguard Small Cap Index Admiral Shares
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
FOSBX vs VSMAX Comparison Chart in %
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FOSBX vs. VSMAX commentary
Aug 08, 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: 154B vs. FOSBX (618M). VSMAX pays higher dividends than FOSBX: VSMAX (1.37) vs FOSBX (0.28). FOSBX was incepted earlier than VSMAX: FOSBX (15 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: 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 : 12.37 vs. FOSBX (-5.28). VSMAX return over 5 years is better than : 54.82 vs. FOSBX (21.09).
| 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 | 15 years | 25 years | - |
| Gain YTD | -5.514 | 0.360 | -1,532% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 618M | 154B | 0% |
| Annual Yield % from dividends | 0.28 | 1.37 | 20% |
| Returns for 1 year | -5.28 | 12.37 | -43% |
| Returns for 3 years | -6.60 | 22.81 | -29% |
| Returns for 5 years | 21.09 | 54.82 | 38% |
| Returns for 10 years | 25.45 | 108.10 | 24% |
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