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FOSCX vs VSMAX
FOSCX vs VSMAX Comparison
Open Charts FOSCX vs VSMAX
Tributary Small Company Instl
Price$32.97
Change-$0.40 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
FOSCX vs VSMAX Comparison Chart
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FOSCX vs. VSMAX commentary
Sep 21, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. FOSCX (799M). VSMAX pays higher dividends than FOSCX: VSMAX (1.42) vs FOSCX (0.18). FOSCX was incepted earlier than VSMAX: FOSCX (28 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 : 25.54 vs. FOSCX (18.22). VSMAX return over 5 years is better than : 53.45 vs. FOSCX (16.73).
| FOSCX | VSMAX | FOSCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 10.612 | 10.898 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 149B | 1% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | 18.22 | 25.54 | 71% |
| Returns for 3 years | -6.92 | 8.91 | -78% |
| Returns for 5 years | 16.73 | 53.45 | 31% |
| Returns for 10 years | 36.10 | 121.55 | 30% |
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