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FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$26.31
Change+$0.29 (+1.11%)
VolumeN/A
Net Assets589.35M
Vanguard Small Cap Index I
Price$100.96
Change+$1.49 (+1.50%)
VolumeN/A
Net Assets143.36B
FOSBX vs NAESX Comparison Chart
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FOSBX vs. NAESX commentary
Apr 24, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. FOSBX (589M). NAESX pays higher dividends than FOSBX: NAESX (1.39) 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 (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 : -3.88 vs. FOSBX (-10.98). NAESX return over 5 years is better than : 69.04 vs. FOSBX (29.30).
| FOSBX | NAESX | FOSBX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 1.06 | 0.17 | 624% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | -14.160 | -13.542 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 143B | 0% |
| Annual Yield % from dividends | 0.29 | 1.39 | 21% |
| Returns for 1 year | -10.98 | -3.88 | 283% |
| Returns for 3 years | -14.22 | 3.78 | -376% |
| Returns for 5 years | 29.30 | 69.04 | 42% |
| Returns for 10 years | 12.27 | 74.33 | 17% |
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