Ad is loading...
FOSCX vs VSMAX
FOSCX vs VSMAX Comparison
Open Charts FOSCX vs VSMAX
Tributary Small Company Instl
Price$30.50
Change-$1.15 (-3.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
FOSCX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOSCX vs. VSMAX commentary
Dec 19, 2024
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: 167B vs. FOSCX (760M). 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 : 19.58 vs. FOSCX (9.40). VSMAX return over 5 years is better than : 53.97 vs. FOSCX (7.92).
| 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 | 6.962 | 18.049 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 760M | 167B | 0% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | 9.40 | 19.58 | 48% |
| Returns for 3 years | -2.28 | 15.80 | -14% |
| Returns for 5 years | 7.92 | 53.97 | 15% |
| Returns for 10 years | 26.99 | 125.00 | 22% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers