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FSMBX vs VSCPX
FSMBX vs VSCPX Comparison
Open Charts FSMBX vs VSCPX
Tributary Small/Mid Cap Instl Plus
Price$16.94
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets31.23M
Vanguard Small Cap Index InstlPlus
Price$353.92
Change+$0.43 (+0.12%)
VolumeN/A
Net Assets161.26B
FSMBX vs VSCPX Comparison Chart in %
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FSMBX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. FSMBX (31.2M). VSCPX pays higher dividends than FSMBX: VSCPX (1.33) vs FSMBX (0.14). FSMBX was incepted earlier than VSCPX: FSMBX (6 years) vs VSCPX (15 years). FSMBX (1.34) is less costly to investors than VSCPX (0.03). FSMBX is a more actively managed with annual turnover of: 25.00 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 : 15.56 vs. FSMBX (2.92). FSMBX (71.13) and VSCPX (68.28) have equivalent 5 years return.
| FSMBX | VSCPX | FSMBX / VSCPX | |
| Total Expense Ratio | 0.90 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 1.34 | 0.03 | 4,467% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | -0.470 | 6.666 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 161B | 0% |
| Annual Yield % from dividends | 0.14 | 1.33 | 10% |
| Returns for 1 year | 2.92 | 15.56 | 19% |
| Returns for 3 years | 19.20 | 32.52 | 59% |
| Returns for 5 years | 71.13 | 68.28 | 104% |
| Returns for 10 years | N/A | 134.26 | - |
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