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FSMBX vs VSCIX
FSMBX vs VSCIX Comparison
Open Charts FSMBX vs VSCIX
Tributary Small/Mid Cap Instl Plus
Price$15.90
Change-$0.22 (-1.36%)
VolumeN/A
Net Assets38.27M
Vanguard Small Cap Index I
Price$109.47
Change-$1.59 (-1.43%)
VolumeN/A
Net Assets160.88B
FSMBX vs VSCIX Comparison Chart
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FSMBX vs. VSCIX commentary
Mar 05, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. FSMBX (38.3M). 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 : 4.88 vs. FSMBX (-0.50). FSMBX return over 5 years is better than : 64.25 vs. VSCIX (58.68).
| 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 | -6.580 | -3.552 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3M | 161B | 0% |
| Annual Yield % from dividends | 0.26 | 1.43 | 18% |
| Returns for 1 year | -0.50 | 4.88 | -10% |
| Returns for 3 years | 10.34 | 14.08 | 73% |
| Returns for 5 years | 64.25 | 58.68 | 110% |
| Returns for 10 years | N/A | 102.32 | - |
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