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FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$28.55
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets576.41M
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
FOSBX vs NAESX Comparison Chart in %
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FOSBX vs. NAESX commentary
Nov 20, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FOSBX (576M). NAESX pays higher dividends than FOSBX: NAESX (1.22) vs FOSBX (0.28). FOSBX was incepted earlier than NAESX: FOSBX (15 years) vs NAESX (65 years). FOSBX (1.05) 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 : -0.55 vs. FOSBX (-15.25). NAESX return over 5 years is better than : 39.03 vs. FOSBX (4.11).
| FOSBX | NAESX | FOSBX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.05 | 0.17 | 618% |
| Fund Existence | 15 years | 65 years | - |
| Gain YTD | -6.852 | 2.218 | -309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 162B | 0% |
| Annual Yield % from dividends | 0.28 | 1.22 | 23% |
| Returns for 1 year | -15.25 | -0.55 | 2,782% |
| Returns for 3 years | -8.80 | 29.75 | -30% |
| Returns for 5 years | 4.11 | 39.03 | 11% |
| Returns for 10 years | 22.08 | 121.66 | 18% |
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