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FSMBX vs VSCIX
FSMBX vs VSCIX Comparison
Open Charts FSMBX vs VSCIX
Tributary Small/Mid Cap Instl Plus
Price$17.04
Change-$0.59 (-3.35%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
FSMBX vs VSCIX Comparison Chart
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FSMBX vs. VSCIX 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 FSMBX is a StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. FSMBX (39.4M). VSCIX pays higher dividends than FSMBX: VSCIX (1.43) vs FSMBX (0.26). FSMBX was incepted earlier than VSCIX: FSMBX (5 years) vs VSCIX (27 years). FSMBX is a more actively managed with annual turnover of: 24.00 vs. VSCIX (12.00). FSMBX (5000000) and VSCIX (5000000) have matching initial minimum investment requirements. VSCIX annual gain was more profitable for investors over the last year : 19.59 vs. FSMBX (15.68). FSMBX return over 5 years is better than : 62.31 vs. VSCIX (53.99).
| FSMBX | VSCIX | FSMBX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 13.741 | 18.051 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4M | 167B | 0% |
| Annual Yield % from dividends | 0.26 | 1.43 | 18% |
| Returns for 1 year | 15.68 | 19.59 | 80% |
| Returns for 3 years | 16.39 | 15.81 | 104% |
| Returns for 5 years | 62.31 | 53.99 | 115% |
| Returns for 10 years | N/A | 125.06 | - |
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