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AFMCX vs NAESX
AFMCX vs NAESX Comparison
Open Charts AFMCX vs NAESX
Acuitas US Microcap Institutional
Price$12.77
Change+$0.25 (+2.00%)
VolumeN/A
Net Assets83.49M
Vanguard Small Cap Index I
Price$110.63
Change+$1.45 (+1.33%)
VolumeN/A
Net Assets139.54B
AFMCX vs NAESX Comparison Chart
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AFMCX vs. NAESX commentary
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. AFMCX (83.5M). NAESX pays higher dividends than AFMCX: NAESX (1.35) 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). NAESX annual gain was more profitable for investors over the last year : 3.56 vs. AFMCX (-5.25). NAESX return over 5 years is better than : 55.17 vs. AFMCX (45.47).
| 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 | -9.046 | -5.102 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 140B | 0% |
| Annual Yield % from dividends | 0.02 | 1.35 | 2% |
| Returns for 1 year | -5.25 | 3.56 | -147% |
| Returns for 3 years | 2.18 | 17.40 | 13% |
| Returns for 5 years | 45.47 | 55.17 | 82% |
| Returns for 10 years | 14.76 | 92.22 | 16% |
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