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AFMCX vs NAESX
AFMCX vs NAESX Comparison
Open Charts AFMCX vs NAESX
Acuitas US Microcap Institutional
Price$15.53
Change+$0.13 (+0.84%)
VolumeN/A
Net Assets104.93M
Vanguard Small Cap Index I
Price$123.73
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
AFMCX vs NAESX Comparison Chart in %
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AFMCX vs. NAESX commentary
Oct 07, 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 AFMCX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. AFMCX (105M). NAESX pays higher dividends than AFMCX: NAESX (1.23) vs AFMCX (0.02). AFMCX was incepted earlier than NAESX: AFMCX (11 years) vs NAESX (65 years). AFMCX (1.96) is less costly to investors than NAESX (0.17). AFMCX is a more actively managed with annual turnover of: 64.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than AFMCX: NAESX (3000) vs AFMCX (10000). AFMCX annual gain was more profitable for investors over the last year : 12.15 vs. NAESX (9.31). NAESX return over 5 years is better than : 60.60 vs. AFMCX (55.33).
| AFMCX | NAESX | AFMCX / NAESX | |
| Total Expense Ratio | 1.50 | 0.17 | 882% |
| Annual Report Gross Expense Ratio | 1.96 | 0.17 | 1,153% |
| Fund Existence | 11 years | 65 years | - |
| Gain YTD | 10.613 | 7.501 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 162B | 0% |
| Annual Yield % from dividends | 0.02 | 1.23 | 1% |
| Returns for 1 year | 12.15 | 9.31 | 131% |
| Returns for 3 years | 34.49 | 48.29 | 71% |
| Returns for 5 years | 55.33 | 60.60 | 91% |
| Returns for 10 years | 44.63 | 133.33 | 33% |
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