FOSBX
Price
$29.29
Change
+$0.01 (+0.03%)
Updated
Jun 27 closing price
Net Assets
634.68M
NAESX
Price
$113.74
Change
+$0.20 (+0.18%)
Updated
Jun 27 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$29.29
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets634.68M
Vanguard Small Cap Index I
Price$113.74
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
FOSBX vs NAESX Comparison Chart in %
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FOSBX vs. NAESX commentary
Jun 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FOSBX (635M). NAESX pays higher dividends than FOSBX: NAESX (1.35) vs FOSBX (0.29). FOSBX was incepted earlier than NAESX: FOSBX (15 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: 29.00 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 : 8.91 vs. FOSBX (-2.61). NAESX return over 5 years is better than : 70.82 vs. FOSBX (38.51).
FOSBXNAESXFOSBX / NAESX
Total Expense Ratio0.960.17565%
Annual Report Gross Expense Ratio1.060.17624%
Fund Existence15 years65 years-
Gain YTD-4.437-1.313338%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets635M148B0%
Annual Yield % from dividends0.291.3521%
Returns for 1 year-2.618.91-29%
Returns for 3 years1.8733.216%
Returns for 5 years38.5170.8254%
Returns for 10 years26.19102.5526%
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