FOSCX vs. VASVX
Compare and contrast key facts about Tributary Small Company Fund (FOSCX) and Vanguard Selected Value Fund (VASVX).
FOSCX is managed by Tributary Funds. It was launched on Jun 10, 1996. VASVX is managed by Vanguard. It was launched on Feb 15, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOSCX or VASVX.
Performance
FOSCX vs. VASVX - Performance Comparison
Returns By Period
In the year-to-date period, FOSCX achieves a 15.01% return, which is significantly higher than VASVX's 13.01% return. Over the past 10 years, FOSCX has outperformed VASVX with an annualized return of 3.20%, while VASVX has yielded a comparatively lower 2.35% annualized return.
FOSCX
15.01%
4.35%
11.79%
25.03%
3.62%
3.20%
VASVX
13.01%
2.03%
10.23%
17.29%
4.52%
2.35%
Key characteristics
| FOSCX | VASVX | |
|---|---|---|
| Sharpe Ratio | 1.36 | 1.17 |
| Sortino Ratio | 2.04 | 1.65 |
| Omega Ratio | 1.25 | 1.22 |
| Calmar Ratio | 0.81 | 1.39 |
| Martin Ratio | 8.00 | 4.41 |
| Ulcer Index | 3.21% | 4.06% |
| Daily Std Dev | 18.82% | 15.25% |
| Max Drawdown | -61.57% | -59.04% |
| Current Drawdown | -14.11% | -0.94% |
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FOSCX vs. VASVX - Expense Ratio Comparison
FOSCX has a 1.18% expense ratio, which is higher than VASVX's 0.32% expense ratio.
Correlation
The correlation between FOSCX and VASVX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
FOSCX vs. VASVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tributary Small Company Fund (FOSCX) and Vanguard Selected Value Fund (VASVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FOSCX vs. VASVX - Dividend Comparison
FOSCX's dividend yield for the trailing twelve months is around 0.17%, less than VASVX's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSCX Tributary Small Company Fund | 0.17% | 0.19% | 0.01% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.23% | 0.17% | 0.03% | 0.45% |
VASVX Vanguard Selected Value Fund | 1.51% | 1.71% | 1.76% | 1.28% | 1.39% | 1.66% | 2.25% | 1.35% | 1.74% | 1.71% | 1.42% | 1.17% |
Drawdowns
FOSCX vs. VASVX - Drawdown Comparison
The maximum FOSCX drawdown since its inception was -61.57%, roughly equal to the maximum VASVX drawdown of -59.04%. Use the drawdown chart below to compare losses from any high point for FOSCX and VASVX. For additional features, visit the drawdowns tool.
Volatility
FOSCX vs. VASVX - Volatility Comparison
Tributary Small Company Fund (FOSCX) has a higher volatility of 7.41% compared to Vanguard Selected Value Fund (VASVX) at 4.91%. This indicates that FOSCX's price experiences larger fluctuations and is considered to be riskier than VASVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.