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FSMBX vs VSCIX
FSMBX vs VSCIX Comparison
Open Charts FSMBX vs VSCIX
Tributary Small/Mid Cap Instl Plus
Price$14.50
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets35.68M
Vanguard Small Cap Index I
Price$98.42
Change-$1.16 (-1.16%)
VolumeN/A
Net Assets143.36B
FSMBX vs VSCIX Comparison Chart
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FSMBX vs. VSCIX commentary
Apr 18, 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 FSMBX is a StrongBuy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. FSMBX (35.7M). VSCIX pays higher dividends than FSMBX: VSCIX (1.53) vs FSMBX (0.15). FSMBX was incepted earlier than VSCIX: FSMBX (6 years) vs VSCIX (28 years). FSMBX (1.62) is less costly to investors than VSCIX (0.04). FSMBX is a more actively managed with annual turnover of: 23.00 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 : -2.00 vs. FSMBX (-6.03). FSMBX (70.21) and VSCIX (68.88) have equivalent 5 years return.
| FSMBX | VSCIX | FSMBX / VSCIX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 1.62 | 0.04 | 4,050% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | -14.806 | -13.439 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.7M | 143B | 0% |
| Annual Yield % from dividends | 0.15 | 1.53 | 10% |
| Returns for 1 year | -6.03 | -2.00 | 301% |
| Returns for 3 years | -0.27 | 1.21 | -23% |
| Returns for 5 years | 70.21 | 68.88 | 102% |
| Returns for 10 years | N/A | 77.18 | - |
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