Tributary Small Company Fund (FOSCX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FOSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FOSCX
FOSCX charges 1.18% annually. There are 126 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | FOSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | FOSCX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | FOSCX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | FOSCX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | FOSCX vs VTMSX |
Best Risk-Adjusted Alternatives to FOSCX
FOSCX has a PortfoliosLab risk / return rank of 63. There are 111 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | FOSCX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | FOSCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | FOSCX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | FOSCX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | FOSCX vs AUERX |
Top Performing FOSCX Alternatives (YTD)
FOSCX is at 25.16% YTD. There are 14 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | FOSCX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | FOSCX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | FOSCX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | FOSCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | FOSCX vs WESCX |
Lowest Volatility Alternatives to FOSCX
FOSCX has 17.34% 1-year volatility. There are 49 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | FOSCX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | FOSCX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | FOSCX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | FOSCX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | FOSCX vs FTHNX |
Lowest Drawdown Alternatives to FOSCX
FOSCX has a 1-year max drawdown of -9.16%. There are 34 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | FOSCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | FOSCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | FOSCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | FOSCX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | FOSCX vs BIAUX |
Other Mutual Funds from Tributary Funds
The 5 most viewed Tributary Funds mutual funds shown here include FONPX, FOSIX, FSMBX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | 57 | -0.27% | — | Dec 2015 | FOSCX vs FONPX | |
| Tributary Short-Intermediate Bond Fund | Short-Term Bond | 78 | 0.60% | — | Dec 1992 | FOSCX vs FOSIX | |
| Tributary Small/Mid Cap Fund | Mid Cap Blend Equities | 18 | 12.87% | — | Aug 2019 | FOSCX vs FSMBX | |
| Tributary Balanced Fund | Diversified Portfolio | 41 | 4.38% | — | Aug 1996 | FOSCX vs FOBAX | |
| Tributary Income Fund | Intermediate Core Bond | 17 | -0.77% | — | Mar 2001 | FOSCX vs FOINX |
Often Compared With FOSCX
Investors most often compare FOSCX with TPLGX, VASVX, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FOSCX with Any Fund or Stock
Compare FOSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FOSCX with funds that move differently
Tributary Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOSCX.
Explore FOSCX Diversifiers