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AFMCX vs NAESX
AFMCX vs NAESX Comparison
Open Charts AFMCX vs NAESX
Acuitas US Microcap Institutional
Price$14.55
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets98.2M
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
AFMCX vs NAESX Comparison Chart in %
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AFMCX vs. NAESX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. AFMCX (98.2M). NAESX pays higher dividends than AFMCX: NAESX (1.22) 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: 63.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than AFMCX: NAESX (3000) vs AFMCX (10000). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. AFMCX (-1.07). NAESX return over 5 years is better than : 39.31 vs. AFMCX (30.29).
| 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 | 3.632 | 2.409 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.2M | 162B | 0% |
| Annual Yield % from dividends | 0.02 | 1.22 | 1% |
| Returns for 1 year | -1.07 | -0.86 | 125% |
| Returns for 3 years | 16.80 | 29.99 | 56% |
| Returns for 5 years | 30.29 | 39.31 | 77% |
| Returns for 10 years | 33.27 | 122.07 | 27% |
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