Tributary Small Company Fund (FOSCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FOSCX
FOSCX charges 1.18% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among FOSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | FOSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | FOSCX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | FOSCX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | FOSCX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | FOSCX vs TISBX |
Best Risk-Adjusted Alternatives to FOSCX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | FOSCX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | FOSCX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | FOSCX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | FOSCX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | FOSCX vs PRSVX |
Top Performing FOSCX Alternatives (YTD)
FOSCX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | FOSCX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | FOSCX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | FOSCX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | FOSCX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | FOSCX vs RIVSX |
Lowest Volatility Alternatives to FOSCX
FOSCX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | FOSCX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | FOSCX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | FOSCX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | FOSCX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | FOSCX vs CSMDX |
Lowest Drawdown Alternatives to FOSCX
FOSCX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | FOSCX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | FOSCX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | FOSCX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | FOSCX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | FOSCX vs BOSOX |
Other Mutual Funds from Tributary Funds
Most popular Tributary Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Tributary Small/Mid Cap Fund | Mid Cap Blend Equities | 5 | -2.81% | Aug 1, 2019 | FOSCX vs FSMBX | |
| Tributary Nebraska Tax-Free Fund | Municipal Bonds | 67 | -0.75% | Dec 30, 2015 | FOSCX vs FONPX | |
| Tributary Balanced Fund | Diversified Portfolio | 38 | -4.23% | Aug 5, 1996 | FOSCX vs FOBAX | |
| Tributary Income Fund | Intermediate Core Bond | 50 | -0.46% | Mar 9, 2001 | FOSCX vs FOINX | |
| Tributary Short-Intermediate Bond Fund | Short-Term Bond | 93 | -0.28% | Dec 14, 1992 | FOSCX vs FOSIX |
Often Compared With FOSCX
What investors most often compare with FOSCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Institutional Large Cap Core Growth ... | Large Cap Growth Equities | 21 | -14.47% | Sep 30, 2003 | FOSCX vs TPLGX | |
| Vanguard Selected Value Fund | Mid Cap Value Equities | 24 | -1.55% | Feb 15, 1996 | FOSCX vs VASVX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | FOSCX vs VOO | |
| Perritt MicroCap Opportunities Fund | Small Cap Blend Equities | — | — | Apr 11, 1988 | FOSCX vs PRCGX |
Compare FOSCX with Any Fund or Stock
Compare FOSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.