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FSMBX vs VSMAX
FSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAX
Tributary Small/Mid Cap Instl Plus
Price$15.73
Change+$0.20 (+1.29%)
VolumeN/A
Net Assets38.86M
Vanguard Small Cap Index Admiral Shares
Price$113.18
Change+$1.25 (+1.12%)
VolumeN/A
Net Assets147.56B
FSMBX vs VSMAX Comparison Chart in %
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FSMBX vs. VSMAX commentary
Jun 25, 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. FSMBX (38.9M). VSMAX pays higher dividends than FSMBX: VSMAX (1.48) vs FSMBX (0.15). 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 : 6.48 vs. FSMBX (-2.78). FSMBX return over 5 years is better than : 73.15 vs. VSMAX (65.77).
| 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 | -7.579 | -3.573 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.9M | 148B | 0% |
| Annual Yield % from dividends | 0.15 | 1.48 | 10% |
| Returns for 1 year | -2.78 | 6.48 | -43% |
| Returns for 3 years | 15.46 | 28.40 | 54% |
| Returns for 5 years | 73.15 | 65.77 | 111% |
| Returns for 10 years | N/A | 94.52 | - |
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