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FOSBX vs VSMAX
FOSBX vs VSMAX Comparison
Open Charts FOSBX vs VSMAX
Tributary Small Company Instl Plus
Price$30.00
Change+$0.23 (+0.77%)
VolumeN/A
Net Assets623.09M
Vanguard Small Cap Index Admiral Shares
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
FOSBX vs VSMAX Comparison Chart in %
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FOSBX vs. VSMAX commentary
Sep 27, 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: 161B vs. FOSBX (623M). VSMAX pays higher dividends than FOSBX: VSMAX (1.31) vs FOSBX (0.26). 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 : 8.03 vs. FOSBX (-8.97). VSMAX return over 5 years is better than : 71.73 vs. FOSBX (34.89).
| 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 | -2.121 | 6.240 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 161B | 0% |
| Annual Yield % from dividends | 0.26 | 1.31 | 20% |
| Returns for 1 year | -8.97 | 8.03 | -112% |
| Returns for 3 years | 10.83 | 50.82 | 21% |
| Returns for 5 years | 34.89 | 71.73 | 49% |
| Returns for 10 years | 39.56 | 148.94 | 27% |
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