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FOSCX vs VSMAX
FOSCX vs VSMAX Comparison
Open Charts FOSCX vs VSMAX
Tributary Small Company Instl
Price$28.24
Change-$0.59 (-2.05%)
VolumeN/A
Net Assets633.6M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
FOSCX vs VSMAX Comparison Chart
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FOSCX vs. VSMAX commentary
Jun 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 FOSCX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. FOSCX (634M). VSMAX pays higher dividends than FOSCX: VSMAX (1.48) vs FOSCX (0.00). FOSCX was incepted earlier than VSMAX: FOSCX (29 years) vs VSMAX (25 years). FOSCX (1.34) is less costly to investors than VSMAX (0.05). FOSCX is a more actively managed with annual turnover of: 27.00 vs. VSMAX (13.00). FOSCX has a lower initial minimum investment than VSMAX: FOSCX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. FOSCX (-5.58). VSMAX return over 5 years is better than : 63.38 vs. FOSCX (28.52).
| FOSCX | VSMAX | FOSCX / VSMAX | |
| Total Expense Ratio | 1.17 | 0.05 | 2,340% |
| Annual Report Gross Expense Ratio | 1.34 | 0.05 | 2,680% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -7.258 | -4.364 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -5.58 | 5.22 | -107% |
| Returns for 3 years | -0.86 | 31.37 | -3% |
| Returns for 5 years | 28.52 | 63.38 | 45% |
| Returns for 10 years | 17.94 | 93.38 | 19% |
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