Interact to see
Advertisement
Advertisement
FSMBX vs VSMAX
FSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAX
Tributary Small/Mid Cap Instl Plus
Price$16.27
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets30.28M
Vanguard Small Cap Index Admiral Shares
Price$115.38
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
FSMBX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMBX vs. VSMAX commentary
Aug 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. FSMBX (30.3M). VSMAX pays higher dividends than FSMBX: VSMAX (1.37) vs FSMBX (0.14). FSMBX was incepted earlier than VSMAX: FSMBX (6 years) vs VSMAX (25 years). FSMBX (1.62) is less costly to investors than VSMAX (0.05). FSMBX is a more actively managed with annual turnover of: 25.00 vs. VSMAX (13.00). 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 : 11.56 vs. FSMBX (0.38). FSMBX return over 5 years is better than : 60.97 vs. VSMAX (55.27).
| FSMBX | VSMAX | FSMBX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 1.62 | 0.05 | 3,240% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -4.407 | 0.656 | -672% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3M | 154B | 0% |
| Annual Yield % from dividends | 0.14 | 1.37 | 10% |
| Returns for 1 year | 0.38 | 11.56 | 3% |
| Returns for 3 years | 13.45 | 24.25 | 55% |
| Returns for 5 years | 60.97 | 55.27 | 110% |
| Returns for 10 years | N/A | 111.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement