Interact to see
Advertisement
Advertisement
FSMBX vs VSCPX
FSMBX vs VSCPX Comparison
Open Charts FSMBX vs VSCPX
Tributary Small/Mid Cap Instl Plus
Price$16.46
Change+$0.10 (+0.61%)
VolumeN/A
Net Assets40.57M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
FSMBX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMBX vs. VSCPX commentary
Jul 07, 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. FSMBX (40.6M). VSCPX pays higher dividends than FSMBX: VSCPX (1.42) vs FSMBX (0.15). FSMBX was incepted earlier than VSCPX: FSMBX (6 years) vs VSCPX (15 years). FSMBX (1.62) is less costly to investors than VSCPX (0.03). FSMBX is a more actively managed with annual turnover of: 23.00 vs. VSCPX (13.00). FSMBX has a lower initial minimum investment than VSCPX: FSMBX (5000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 12.26 vs. FSMBX (2.43). FSMBX return over 5 years is better than : 78.65 vs. VSCPX (69.56).
| FSMBX | VSCPX | FSMBX / VSCPX | |
| Total Expense Ratio | 0.90 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 1.62 | 0.03 | 5,400% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | -3.290 | 1.452 | -227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 148B | 0% |
| Annual Yield % from dividends | 0.15 | 1.42 | 10% |
| Returns for 1 year | 2.43 | 12.26 | 20% |
| Returns for 3 years | 21.97 | 37.96 | 58% |
| Returns for 5 years | 78.65 | 69.56 | 113% |
| Returns for 10 years | N/A | 109.40 | - |