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AFMCX vs NAESX
AFMCX vs NAESX Comparison
Open Charts AFMCX vs NAESX
Acuitas US Microcap Institutional
Price$14.00
Change-$0.24 (-1.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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AFMCX vs NAESX Comparison Chart
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AFMCX vs. NAESX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. AFMCX (92.7M). NAESX pays higher dividends than AFMCX: NAESX (1.31) vs AFMCX (0.00). AFMCX was incepted earlier than NAESX: AFMCX (10 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 : 20.72 vs. AFMCX (16.62). NAESX return over 5 years is better than : 51.64 vs. AFMCX (37.12).
| AFMCX | NAESX | AFMCX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 64 years | - |
| Gain YTD | 4.045 | 9.695 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.7M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 16.62 | 20.72 | 80% |
| Returns for 3 years | -12.70 | 5.63 | -225% |
| Returns for 5 years | 37.12 | 51.64 | 72% |
| Returns for 10 years | 41.30 | 113.34 | 36% |