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FSMBX vs VSCIX
FSMBX vs VSCIX Comparison
Open Charts FSMBX vs VSCIX
Tributary Small/Mid Cap Instl Plus
Price$17.67
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets41.69M
Vanguard Small Cap Index I
Price$120.76
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
FSMBX vs VSCIX Comparison Chart
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FSMBX vs. VSCIX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. FSMBX (41.7M). VSCIX pays higher dividends than FSMBX: VSCIX (1.43) vs FSMBX (0.26). FSMBX was incepted earlier than VSCIX: FSMBX (6 years) vs VSCIX (28 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 : 20.34 vs. FSMBX (16.17). FSMBX return over 5 years is better than : 65.40 vs. VSCIX (55.99).
| FSMBX | VSCIX | FSMBX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 3.819 | 3.639 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.7M | 155B | 0% |
| Annual Yield % from dividends | 0.26 | 1.43 | 18% |
| Returns for 1 year | 16.17 | 20.34 | 79% |
| Returns for 3 years | 20.21 | 20.91 | 97% |
| Returns for 5 years | 65.40 | 55.99 | 117% |
| Returns for 10 years | N/A | 124.92 | - |
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