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FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$34.10
Change-$0.40 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$119.29
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
FOSBX vs NAESX Comparison Chart
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FOSBX vs. NAESX commentary
Nov 15, 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 FOSBX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. FOSBX (830M). NAESX pays higher dividends than FOSBX: NAESX (1.31) vs FOSBX (0.45). FOSBX was incepted earlier than NAESX: FOSBX (14 years) vs NAESX (64 years). FOSBX is a more actively managed with annual turnover of: 37.00 vs. NAESX (12.00). 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 : 32.08 vs. FOSBX (25.15). NAESX return over 5 years is better than : 58.92 vs. FOSBX (20.30).
| FOSBX | NAESX | FOSBX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 64 years | - |
| Gain YTD | 15.850 | 18.357 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 151B | 1% |
| Annual Yield % from dividends | 0.45 | 1.31 | 34% |
| Returns for 1 year | 25.15 | 32.08 | 78% |
| Returns for 3 years | -12.32 | 7.05 | -175% |
| Returns for 5 years | 20.30 | 58.92 | 34% |
| Returns for 10 years | 41.42 | 127.82 | 32% |
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