Interact to see
Advertisement
Advertisement
FSMBX vs VSMAX
FSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAX
Tributary Small/Mid Cap Instl Plus
Price$15.58
Change-$0.24 (-1.52%)
VolumeN/A
Net Assets39.85M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
FSMBX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMBX vs. VSMAX commentary
Jun 16, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. FSMBX (39.8M). VSMAX pays higher dividends than FSMBX: VSMAX (1.48) vs FSMBX (0.15). FSMBX was incepted earlier than VSMAX: FSMBX (6 years) vs VSMAX (25 years). FSMBX (1.62) is less costly to investors than VSMAX (0.05). FSMBX is a more actively managed with annual turnover of: 23.00 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 : 5.22 vs. FSMBX (-3.29). FSMBX return over 5 years is better than : 69.64 vs. VSMAX (63.38).
| FSMBX | VSMAX | FSMBX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 1.62 | 0.05 | 3,240% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -8.461 | -4.364 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.8M | 148B | 0% |
| Annual Yield % from dividends | 0.15 | 1.48 | 10% |
| Returns for 1 year | -3.29 | 5.22 | -63% |
| Returns for 3 years | 18.33 | 31.37 | 58% |
| Returns for 5 years | 69.64 | 63.38 | 110% |
| Returns for 10 years | N/A | 93.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSHAX | 11.49 | 0.06 | +0.52% |
| NYLI Cushing® MLP Premier Class A | |||
| RAGHX | 26.47 | -0.19 | -0.71% |
| Virtus KAR Health Sciences A | |||
| RWIBX | 67.65 | -0.73 | -1.07% |
| American Funds Capital World Gr&Inc R2 | |||
| FGRCX | 26.23 | -0.31 | -1.17% |
| Fidelity Advisor Mega Cap Stock C | |||
| RCMPX | 17.58 | -0.30 | -1.68% |
| Lazard International Quality Gr R6 | |||