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FSMBX vs VSCPX
FSMBX vs VSCPX Comparison
Open Charts FSMBX vs VSCPX
Tributary Small/Mid Cap Instl Plus
Price$16.37
Change+$0.21 (+1.30%)
VolumeN/A
Net Assets38.97M
Vanguard Small Cap Index InstlPlus
Price$336.84
Change+$3.97 (+1.19%)
VolumeN/A
Net Assets153.28B
FSMBX vs VSCPX Comparison Chart in %
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FSMBX vs. VSCPX commentary
Jul 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 Buy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. FSMBX (39M). VSCPX pays higher dividends than FSMBX: VSCPX (1.42) vs FSMBX (0.15). FSMBX was incepted earlier than VSCPX: FSMBX (6 years) vs VSCPX (15 years). FSMBX (1.62) is less costly to investors than VSCPX (0.03). FSMBX is a more actively managed with annual turnover of: 25.00 vs. VSCPX (13.00). 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 : 4.39 vs. FSMBX (-3.92). FSMBX return over 5 years is better than : 71.57 vs. VSCPX (63.25).
| FSMBX | VSCPX | FSMBX / VSCPX | |
| Total Expense Ratio | 0.90 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 1.62 | 0.03 | 5,400% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | -3.819 | 0.322 | -1,187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39M | 153B | 0% |
| Annual Yield % from dividends | 0.15 | 1.42 | 10% |
| Returns for 1 year | -3.92 | 4.39 | -89% |
| Returns for 3 years | 22.03 | 36.04 | 61% |
| Returns for 5 years | 71.57 | 63.25 | 113% |
| Returns for 10 years | N/A | 105.52 | - |
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