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FSMBX vs VSMAX
FSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAX
Tributary Small/Mid Cap Instl Plus
Price$17.67
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets41.69M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
FSMBX vs VSMAX Comparison Chart
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FSMBX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. FSMBX (41.7M). VSMAX pays higher dividends than FSMBX: VSMAX (1.42) vs FSMBX (0.26). FSMBX was incepted earlier than VSMAX: FSMBX (6 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 : 20.35 vs. FSMBX (16.17). FSMBX return over 5 years is better than : 65.40 vs. VSMAX (55.98).
| FSMBX | VSMAX | FSMBX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 3.819 | 3.638 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.7M | 155B | 0% |
| Annual Yield % from dividends | 0.26 | 1.42 | 18% |
| Returns for 1 year | 16.17 | 20.35 | 79% |
| Returns for 3 years | 20.21 | 20.91 | 97% |
| Returns for 5 years | 65.40 | 55.98 | 117% |
| Returns for 10 years | N/A | 124.89 | - |
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