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FSMBX vs VSMAX
FSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAX
Tributary Small/Mid Cap Instl Plus
Price$16.91
Change+$0.21 (+1.26%)
VolumeN/A
Net Assets30.77M
Vanguard Small Cap Index Admiral Shares
Price$124.17
Change+$1.84 (+1.50%)
VolumeN/A
Net Assets161.26B
FSMBX vs VSMAX Comparison Chart in %
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FSMBX vs. VSMAX commentary
Sep 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. FSMBX (30.8M). VSMAX pays higher dividends than FSMBX: VSMAX (1.31) vs FSMBX (0.14). FSMBX was incepted earlier than VSMAX: FSMBX (6 years) vs VSMAX (25 years). FSMBX (1.34) 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 : 9.64 vs. FSMBX (-1.33). FSMBX return over 5 years is better than : 71.52 vs. VSMAX (67.39).
| FSMBX | VSMAX | FSMBX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 1.34 | 0.05 | 2,680% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -0.646 | 6.405 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 161B | 0% |
| Annual Yield % from dividends | 0.14 | 1.31 | 10% |
| Returns for 1 year | -1.33 | 9.64 | -14% |
| Returns for 3 years | 23.67 | 37.50 | 63% |
| Returns for 5 years | 71.52 | 67.39 | 106% |
| Returns for 10 years | N/A | 132.72 | - |
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