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FOSCX vs VSMAX
FOSCX vs VSMAX Comparison
Open Charts FOSCX vs VSMAX
Tributary Small Company Instl
Price$29.86
Change-$0.72 (-2.35%)
VolumeN/A
Net Assets730.99M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
FOSCX vs VSMAX Comparison Chart
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FOSCX 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 FOSCX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. FOSCX (731M). 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 : 14.26 vs. FOSCX (2.44). VSMAX return over 5 years is better than : 48.38 vs. FOSCX (3.79).
| 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 | -1.938 | 2.388 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 161B | 0% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | 2.44 | 14.26 | 17% |
| Returns for 3 years | -3.96 | 22.07 | -18% |
| Returns for 5 years | 3.79 | 48.38 | 8% |
| Returns for 10 years | 27.56 | 111.34 | 25% |