FSMBX
Price
$16.57
Change
-$0.01 (-0.06%)
Updated
Jul 28 closing price
Net Assets
30.81M
VSMAX
Price
$117.72
Change
-$0.47 (-0.40%)
Updated
Jul 28 closing price
Net Assets
153.28B
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FSMBX vs VSMAX

Header iconFSMBX vs VSMAX Comparison
Open Charts FSMBX vs VSMAXBanner chart's image
Tributary Small/Mid Cap Instl Plus
Price$16.57
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets30.81M
Vanguard Small Cap Index Admiral Shares
Price$117.72
Change-$0.47 (-0.40%)
VolumeN/A
Net Assets153.28B
FSMBX vs VSMAX Comparison Chart in %
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VS
FSMBX vs. VSMAX commentary
Jul 29, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. FSMBX (30.8M). VSMAX pays higher dividends than FSMBX: VSMAX (1.40) 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: 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 : 8.49 vs. FSMBX (-1.42). FSMBX return over 5 years is better than : 71.80 vs. VSMAX (66.87).
FSMBXVSMAXFSMBX / VSMAX
Total Expense Ratio0.900.051,800%
Annual Report Gross Expense Ratio1.620.053,240%
Fund Existence6 years25 years-
Gain YTD-2.5852.804-92%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets30.8M153B0%
Annual Yield % from dividends0.151.4010%
Returns for 1 year-1.428.49-17%
Returns for 3 years18.9234.2755%
Returns for 5 years71.8066.87107%
Returns for 10 yearsN/A115.21-
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