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FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$29.29
Change-$0.46 (-1.55%)
VolumeN/A
Net Assets592.6M
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
FOSBX vs VSMAX Comparison Chart in %
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FOSBX vs. VSMAX commentary
Nov 14, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. FOSBX (593M). VSMAX pays higher dividends than FOSBX: VSMAX (1.34) vs FOSBX (0.28). FOSBX was incepted earlier than VSMAX: FOSBX (15 years) vs VSMAX (25 years). FOSBX (1.05) is less costly to investors than VSMAX (0.05). FOSBX is a more actively managed with annual turnover of: 29.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than FOSBX: VSMAX (3000) vs FOSBX (5000000). VSMAX annual gain was more profitable for investors over the last year : 1.45 vs. FOSBX (-14.20). VSMAX return over 5 years is better than : 48.41 vs. FOSBX (10.47).
| FOSBX | VSMAX | FOSBX / VSMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 1.05 | 0.05 | 2,100% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | -2.936 | 6.757 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 162B | 0% |
| Annual Yield % from dividends | 0.28 | 1.34 | 21% |
| Returns for 1 year | -14.20 | 1.45 | -978% |
| Returns for 3 years | -5.03 | 33.26 | -15% |
| Returns for 5 years | 10.47 | 48.41 | 22% |
| Returns for 10 years | 30.25 | 138.28 | 22% |
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