Ad is loading...
FSMBX vs VSMAX
FSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAX
Tributary Small/Mid Cap Instl Plus
Price$15.90
Change-$0.22 (-1.36%)
VolumeN/A
Net Assets38.27M
Vanguard Small Cap Index Admiral Shares
Price$109.47
Change-$1.60 (-1.44%)
VolumeN/A
Net Assets160.88B
FSMBX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMBX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. FSMBX (38.3M). 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 : 4.88 vs. FSMBX (-0.50). FSMBX return over 5 years is better than : 64.25 vs. VSMAX (58.67).
| 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 | -6.580 | -3.552 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3M | 161B | 0% |
| Annual Yield % from dividends | 0.26 | 1.42 | 18% |
| Returns for 1 year | -0.50 | 4.88 | -10% |
| Returns for 3 years | 10.34 | 14.09 | 73% |
| Returns for 5 years | 64.25 | 58.67 | 110% |
| Returns for 10 years | N/A | 102.29 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...