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FSMBX vs VSMAX
FSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAX
Tributary Small/Mid Cap Instl Plus
Price$14.50
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets35.68M
Vanguard Small Cap Index Admiral Shares
Price$98.42
Change-$1.16 (-1.16%)
VolumeN/A
Net Assets143.36B
FSMBX vs VSMAX Comparison Chart
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FSMBX vs. VSMAX commentary
Apr 18, 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: 143B vs. FSMBX (35.7M). VSMAX pays higher dividends than FSMBX: VSMAX (1.52) vs FSMBX (0.15). FSMBX was incepted earlier than VSMAX: FSMBX (6 years) vs VSMAX (24 years). FSMBX (1.62) is less costly to investors than VSMAX (0.05). FSMBX is a more actively managed with annual turnover of: 23.00 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 : -2.01 vs. FSMBX (-6.03). FSMBX (70.21) and VSMAX (68.86) have equivalent 5 years return.
| 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 | 24 years | - |
| Gain YTD | -14.806 | -13.447 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.7M | 143B | 0% |
| Annual Yield % from dividends | 0.15 | 1.52 | 10% |
| Returns for 1 year | -6.03 | -2.01 | 300% |
| Returns for 3 years | -0.27 | 1.20 | -23% |
| Returns for 5 years | 70.21 | 68.86 | 102% |
| Returns for 10 years | N/A | 77.14 | - |
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