FOSBX
Price
$34.16
Change
-$0.01 (-0.03%)
Updated
Jul 13 closing price
Net Assets
650.14M
VSMAX
Price
$141.89
Change
-$0.93 (-0.65%)
Updated
Jul 13 closing price
Net Assets
188.57B
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FOSBX vs VSMAX

FOSBX vs VSMAX Comparison Chart in %
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VS
FOSBX vs. VSMAX commentary
Jul 14, 2026

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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. FOSBX (650M). VSMAX pays higher dividends than FOSBX: VSMAX (1.18) vs FOSBX (0.47). FOSBX was incepted earlier than VSMAX: FOSBX (16 years) vs VSMAX (26 years). FOSBX (1.05) is less costly to investors than VSMAX (0.05). FOSBX is a more actively managed with annual turnover of: 31.00 vs. VSMAX (17.00). 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 : 23.38 vs. FOSBX (14.11). VSMAX return over 5 years is better than : 38.56 vs. FOSBX (-0.93).
FOSBXVSMAXFOSBX / VSMAX
Total Expense Ratio0.950.051,900%
Annual Report Gross Expense Ratio1.050.052,100%
Fund Existence16 years26 years-
Gain YTD24.35415.756155%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets650M189B0%
Annual Yield % from dividends0.471.1840%
Returns for 1 year14.1123.3860%
Returns for 3 years19.0648.2440%
Returns for 5 years-0.9338.56-2%
Returns for 10 years41.65158.0726%
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