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FSMBX vs VSCPX
FSMBX vs VSCPX Comparison
Open Charts FSMBX vs VSCPX
Tributary Small/Mid Cap Instl Plus
Price$15.90
Change-$0.22 (-1.36%)
VolumeN/A
Net Assets38.27M
Vanguard Small Cap Index InstlPlus
Price$315.98
Change-$4.60 (-1.43%)
VolumeN/A
Net Assets160.88B
FSMBX vs VSCPX Comparison Chart
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FSMBX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. FSMBX (38.3M). VSCPX pays higher dividends than FSMBX: VSCPX (1.44) vs FSMBX (0.26). FSMBX was incepted earlier than VSCPX: FSMBX (6 years) vs VSCPX (14 years). FSMBX is a more actively managed with annual turnover of: 24.00 vs. VSCPX (12.00). FSMBX has a lower initial minimum investment than VSCPX: FSMBX (5000000) vs VSCPX (100000000). VSCPX 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. VSCPX (58.71).
| FSMBX | VSCPX | FSMBX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -6.580 | -3.547 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3M | 161B | 0% |
| Annual Yield % from dividends | 0.26 | 1.44 | 18% |
| Returns for 1 year | -0.50 | 4.88 | -10% |
| Returns for 3 years | 10.34 | 14.10 | 73% |
| Returns for 5 years | 64.25 | 58.71 | 109% |
| Returns for 10 years | N/A | 102.37 | - |
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