FOSBX
Price
$34.22
Change
+$0.34 (+1.00%)
Updated
Sep 11 closing price
Net Assets
615.11M
VSMAX
Price
$140.61
Change
+$1.15 (+0.82%)
Updated
Sep 11 closing price
Net Assets
185.27B
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FOSBX vs VSMAX

FOSBX vs VSMAX Comparison Chart in %
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VS
FOSBX vs. VSMAX commentary
Sep 13, 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: 185B vs. FOSBX (615M). VSMAX pays higher dividends than FOSBX: VSMAX (1.20) vs FOSBX (0.48). FOSBX was incepted earlier than VSMAX: FOSBX (16 years) vs VSMAX (26 years). FOSBX (1.07) 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 : 13.12 vs. FOSBX (11.75). VSMAX return over 5 years is better than : 32.93 vs. FOSBX (-2.10).
FOSBXVSMAXFOSBX / VSMAX
Total Expense Ratio0.950.051,900%
Annual Report Gross Expense Ratio1.070.052,140%
Fund Existence16 years26 years-
Gain YTD24.57213.032189%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets615M185B0%
Annual Yield % from dividends0.481.2040%
Returns for 1 year11.7513.1290%
Returns for 3 years22.6549.7046%
Returns for 5 years-2.1032.93-6%
Returns for 10 years40.87153.3327%
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