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AFMCX vs NAESX
AFMCX vs NAESX Comparison
Open Charts AFMCX vs NAESX
Acuitas US Microcap Institutional
Price$11.62
Change+$0.28 (+2.47%)
VolumeN/A
Net Assets76.36M
Vanguard Small Cap Index I
Price$100.96
Change+$1.49 (+1.50%)
VolumeN/A
Net Assets143.36B
AFMCX vs NAESX Comparison Chart
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AFMCX vs. NAESX commentary
Apr 25, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. AFMCX (76.4M). NAESX pays higher dividends than AFMCX: NAESX (1.39) 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 (12.00). 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 : -3.88 vs. AFMCX (-14.78). NAESX return over 5 years is better than : 69.04 vs. AFMCX (52.65).
| 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 | -19.231 | -13.542 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.4M | 143B | 0% |
| Annual Yield % from dividends | 0.02 | 1.39 | 2% |
| Returns for 1 year | -14.78 | -3.88 | 381% |
| Returns for 3 years | -11.04 | 3.78 | -292% |
| Returns for 5 years | 52.65 | 69.04 | 76% |
| Returns for 10 years | 0.73 | 74.33 | 1% |
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