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AFMCX vs NAESX
AFMCX vs NAESX Comparison
Open Charts AFMCX vs NAESX
Acuitas US Microcap Institutional
Price$13.54
Change-$0.42 (-3.01%)
VolumeN/A
Net Assets90.77M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
AFMCX vs NAESX Comparison Chart
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AFMCX vs. NAESX commentary
Feb 23, 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: 161B vs. AFMCX (90.8M). NAESX pays higher dividends than AFMCX: NAESX (1.31) vs AFMCX (0.00). AFMCX was incepted earlier than NAESX: AFMCX (11 years) vs NAESX (64 years). AFMCX is a more actively managed with annual turnover of: 56.00 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 : 11.22 vs. AFMCX (2.75). NAESX return over 5 years is better than : 44.30 vs. AFMCX (24.24).
| AFMCX | NAESX | AFMCX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 64 years | - |
| Gain YTD | -3.561 | -0.321 | 1,108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.8M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 2.75 | 11.22 | 25% |
| Returns for 3 years | 1.22 | 18.76 | 6% |
| Returns for 5 years | 24.24 | 44.30 | 55% |
| Returns for 10 years | 27.88 | 105.17 | 27% |
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