FOSBX
Price
$28.48
Change
+$0.01 (+0.04%)
Updated
Jun 5 closing price
Net Assets
626.52M
NAESX
Price
$110.35
Change
-$0.18 (-0.16%)
Updated
Jun 5 closing price
Net Assets
147.56B
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FOSBX vs NAESX

Header iconFOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESXBanner chart's image
Tributary Small Company Instl Plus
Price$28.48
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets626.52M
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
FOSBX vs NAESX Comparison Chart
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FOSBX vs. NAESX commentary
Jun 06, 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 FOSBX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FOSBX (627M). NAESX pays higher dividends than FOSBX: NAESX (1.35) vs FOSBX (0.29). FOSBX was incepted earlier than NAESX: FOSBX (14 years) vs NAESX (65 years). FOSBX (1.06) is less costly to investors than NAESX (0.17). FOSBX is a more actively managed with annual turnover of: 27.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than FOSBX: NAESX (3000) vs FOSBX (5000000). NAESX annual gain was more profitable for investors over the last year : 4.88 vs. FOSBX (-7.27). NAESX return over 5 years is better than : 52.45 vs. FOSBX (17.77).
FOSBXNAESXFOSBX / NAESX
Total Expense Ratio0.960.17565%
Annual Report Gross Expense Ratio1.060.17624%
Fund Existence14 years65 years-
Gain YTD-7.080-3.929180%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets627M148B0%
Annual Yield % from dividends0.291.3521%
Returns for 1 year-7.274.88-149%
Returns for 3 years-8.0018.26-44%
Returns for 5 years17.7752.4534%
Returns for 10 years22.2995.9023%
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