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FOSCX vs VSMAX
FOSCX vs VSMAX Comparison
Open Charts FOSCX vs VSMAX
Tributary Small Company Instl
Price$31.40
Change+$0.19 (+0.61%)
VolumeN/A
Net Assets761.41M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
FOSCX vs VSMAX Comparison Chart
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VS
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FOSCX vs. VSMAX commentary
Jan 19, 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 FOSCX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. FOSCX (761M). VSMAX pays higher dividends than FOSCX: VSMAX (1.42) vs FOSCX (0.18). FOSCX was incepted earlier than VSMAX: FOSCX (29 years) vs VSMAX (24 years). FOSCX is a more actively managed with annual turnover of: 37.00 vs. VSMAX (12.00). FOSCX has a lower initial minimum investment than VSMAX: FOSCX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 21.26 vs. FOSCX (10.99). VSMAX return over 5 years is better than : 48.99 vs. FOSCX (5.10).
| FOSCX | VSMAX | FOSCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 3.120 | 3.369 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 761M | 155B | 0% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | 10.99 | 21.26 | 52% |
| Returns for 3 years | -3.44 | 17.25 | -20% |
| Returns for 5 years | 5.10 | 48.99 | 10% |
| Returns for 10 years | 42.11 | 127.10 | 33% |
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