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FSMBX vs VSMAX
FSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAX
Tributary Small/Mid Cap Instl Plus
Price$17.55
Change-$0.27 (-1.52%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
FSMBX vs VSMAX Comparison Chart
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FSMBX vs. VSMAX commentary
Nov 18, 2024
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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. FSMBX (38M). VSMAX pays higher dividends than FSMBX: VSMAX (1.42) vs FSMBX (0.26). FSMBX was incepted earlier than VSMAX: FSMBX (5 years) vs VSMAX (24 years). FSMBX is a more actively managed with annual turnover of: 24.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than FSMBX: VSMAX (3000) vs FSMBX (5000000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. FSMBX (25.18). FSMBX return over 5 years is better than : 66.59 vs. VSMAX (55.62).
| FSMBX | VSMAX | FSMBX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 13.080 | 15.803 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38M | 151B | 0% |
| Annual Yield % from dividends | 0.26 | 1.42 | 18% |
| Returns for 1 year | 25.18 | 30.28 | 83% |
| Returns for 3 years | 7.26 | 4.74 | 153% |
| Returns for 5 years | 66.59 | 55.62 | 120% |
| Returns for 10 years | N/A | 123.30 | - |