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FSMBX vs VSMAX
FSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAX
Tributary Small/Mid Cap Instl Plus
Price$15.89
Change-$0.15 (-0.94%)
VolumeN/A
Net Assets28.82M
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
FSMBX vs VSMAX Comparison Chart in %
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FSMBX vs. VSMAX commentary
Nov 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 FSMBX is a StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. FSMBX (28.8M). VSMAX pays higher dividends than FSMBX: VSMAX (1.34) vs FSMBX (0.15). FSMBX was incepted earlier than VSMAX: FSMBX (6 years) vs VSMAX (25 years). FSMBX (1.34) is less costly to investors than VSMAX (0.05). FSMBX is a more actively managed with annual turnover of: 25.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than FSMBX: VSMAX (3000) vs FSMBX (5000000). VSMAX annual gain was more profitable for investors over the last year : 1.45 vs. FSMBX (-11.75). VSMAX return over 5 years is better than : 48.41 vs. FSMBX (41.96).
| FSMBX | VSMAX | FSMBX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 1.34 | 0.05 | 2,680% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -5.758 | 6.757 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8M | 162B | 0% |
| Annual Yield % from dividends | 0.15 | 1.34 | 11% |
| Returns for 1 year | -11.75 | 1.45 | -810% |
| Returns for 3 years | 13.18 | 33.26 | 40% |
| Returns for 5 years | 41.96 | 48.41 | 87% |
| Returns for 10 years | N/A | 138.28 | - |
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