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FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$28.45
Change-$0.60 (-2.07%)
VolumeN/A
Net Assets633.6M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
FOSBX vs VSMAX Comparison Chart
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FOSBX vs. VSMAX commentary
Jun 15, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. FOSBX (634M). VSMAX pays higher dividends than FOSBX: VSMAX (1.48) vs FOSBX (0.29). FOSBX was incepted earlier than VSMAX: FOSBX (15 years) vs VSMAX (25 years). FOSBX (1.06) is less costly to investors than VSMAX (0.05). FOSBX is a more actively managed with annual turnover of: 27.00 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 : 5.22 vs. FOSBX (-5.84). VSMAX return over 5 years is better than : 63.38 vs. FOSBX (30.17).
| FOSBX | VSMAX | FOSBX / VSMAX | |
| Total Expense Ratio | 0.96 | 0.05 | 1,920% |
| Annual Report Gross Expense Ratio | 1.06 | 0.05 | 2,120% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | -7.178 | -4.364 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 148B | 0% |
| Annual Yield % from dividends | 0.29 | 1.48 | 19% |
| Returns for 1 year | -5.84 | 5.22 | -112% |
| Returns for 3 years | -0.08 | 31.37 | -0% |
| Returns for 5 years | 30.17 | 63.38 | 48% |
| Returns for 10 years | 20.85 | 93.38 | 22% |
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