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FSMBX vs VSMAX
FSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAX
Tributary Small/Mid Cap Instl Plus
Price$17.04
Change-$0.59 (-3.35%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
FSMBX vs VSMAX Comparison Chart
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FSMBX vs. VSMAX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. FSMBX (39.4M). 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 : 19.58 vs. FSMBX (15.68). FSMBX return over 5 years is better than : 62.31 vs. VSMAX (53.97).
| 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 | 13.741 | 18.049 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4M | 167B | 0% |
| Annual Yield % from dividends | 0.26 | 1.42 | 18% |
| Returns for 1 year | 15.68 | 19.58 | 80% |
| Returns for 3 years | 16.39 | 15.80 | 104% |
| Returns for 5 years | 62.31 | 53.97 | 115% |
| Returns for 10 years | N/A | 125.00 | - |