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FSMBX vs VSCIX
FSMBX vs VSCIX Comparison
Open Charts FSMBX vs VSCIX
Tributary Small/Mid Cap Instl Plus
Price$16.94
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets31.23M
Vanguard Small Cap Index I
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
FSMBX vs VSCIX Comparison Chart in %
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FSMBX vs. VSCIX commentary
Sep 09, 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 FSMBX is a Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. FSMBX (31.2M). VSCIX pays higher dividends than FSMBX: VSCIX (1.32) vs FSMBX (0.14). FSMBX was incepted earlier than VSCIX: FSMBX (6 years) vs VSCIX (28 years). FSMBX (1.34) is less costly to investors than VSCIX (0.04). FSMBX is a more actively managed with annual turnover of: 25.00 vs. VSCIX (13.00). FSMBX (5000000) and VSCIX (5000000) have matching initial minimum investment requirements. VSCIX annual gain was more profitable for investors over the last year : 15.56 vs. FSMBX (2.92). FSMBX (71.13) and VSCIX (68.28) have equivalent 5 years return.
| FSMBX | VSCIX | FSMBX / VSCIX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 1.34 | 0.04 | 3,350% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | -0.470 | 6.668 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 161B | 0% |
| Annual Yield % from dividends | 0.14 | 1.32 | 10% |
| Returns for 1 year | 2.92 | 15.56 | 19% |
| Returns for 3 years | 19.20 | 32.51 | 59% |
| Returns for 5 years | 71.13 | 68.28 | 104% |
| Returns for 10 years | N/A | 134.23 | - |
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