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FSMBX vs VSMAX
FSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAX
Tributary Small/Mid Cap Instl Plus
Price$15.44
Change+$0.25 (+1.65%)
VolumeN/A
Net Assets39.16M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
FSMBX vs VSMAX Comparison Chart
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FSMBX vs. VSMAX commentary
May 09, 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: 140B vs. FSMBX (39.2M). VSMAX pays higher dividends than FSMBX: VSMAX (1.56) vs FSMBX (0.16). 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: 23.00 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 : -0.07 vs. FSMBX (-3.92). FSMBX return over 5 years is better than : 74.54 vs. VSMAX (65.26).
| 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 | -9.283 | -8.397 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2M | 140B | 0% |
| Annual Yield % from dividends | 0.16 | 1.56 | 10% |
| Returns for 1 year | -3.92 | -0.07 | 5,439% |
| Returns for 3 years | 15.01 | 20.37 | 74% |
| Returns for 5 years | 74.54 | 65.26 | 114% |
| Returns for 10 years | N/A | 88.31 | - |
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