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FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$28.96
Change-$0.30 (-1.03%)
VolumeN/A
Net Assets617.52M
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
FOSBX vs NAESX Comparison Chart in %
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FOSBX vs. NAESX commentary
Aug 08, 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: 154B vs. FOSBX (618M). NAESX pays higher dividends than FOSBX: NAESX (1.25) vs FOSBX (0.28). 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 : 12.34 vs. FOSBX (-5.28). NAESX return over 5 years is better than : 54.62 vs. FOSBX (21.09).
| FOSBX | NAESX | FOSBX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 1.06 | 0.17 | 624% |
| Fund Existence | 15 years | 65 years | - |
| Gain YTD | -5.514 | 0.337 | -1,638% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 618M | 154B | 0% |
| Annual Yield % from dividends | 0.28 | 1.25 | 22% |
| Returns for 1 year | -5.28 | 12.34 | -43% |
| Returns for 3 years | -6.60 | 22.72 | -29% |
| Returns for 5 years | 21.09 | 54.62 | 39% |
| Returns for 10 years | 25.45 | 107.61 | 24% |
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