Interact to see
Advertisement
Advertisement
FOSBX vs VSCIX
FOSBX vs VSCIX Comparison
Open Charts FOSBX vs VSCIX
Tributary Small Company Instl Plus
Price$30.28
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets654.69M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
FOSBX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOSBX vs. VSCIX commentary
Jul 07, 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 FOSBX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. FOSBX (655M). VSCIX pays higher dividends than FOSBX: VSCIX (1.41) vs FOSBX (0.28). FOSBX was incepted earlier than VSCIX: FOSBX (15 years) vs VSCIX (28 years). FOSBX (1.06) is less costly to investors than VSCIX (0.04). FOSBX is a more actively managed with annual turnover of: 27.00 vs. VSCIX (13.00). FOSBX (5000000) and VSCIX (5000000) have matching initial minimum investment requirements. VSCIX annual gain was more profitable for investors over the last year : 12.26 vs. FOSBX (0.38). VSCIX return over 5 years is better than : 69.54 vs. FOSBX (38.54).
| FOSBX | VSCIX | FOSBX / VSCIX | |
| Total Expense Ratio | 0.96 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 1.06 | 0.04 | 2,650% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | -1.207 | 1.448 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 148B | 0% |
| Annual Yield % from dividends | 0.28 | 1.41 | 20% |
| Returns for 1 year | 0.38 | 12.26 | 3% |
| Returns for 3 years | 5.17 | 37.94 | 14% |
| Returns for 5 years | 38.54 | 69.54 | 55% |
| Returns for 10 years | 31.00 | 109.37 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement