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FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$33.23
Change-$0.41 (-1.22%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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FOSBX vs NAESX Comparison Chart
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FOSBX vs. NAESX commentary
Sep 21, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. FOSBX (799M). 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 : 20.72 vs. FOSBX (18.51). NAESX return over 5 years is better than : 51.64 vs. FOSBX (18.28).
| 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 | 10.813 | 9.695 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 149B | 1% |
| Annual Yield % from dividends | 0.45 | 1.31 | 34% |
| Returns for 1 year | 18.51 | 20.72 | 89% |
| Returns for 3 years | -6.10 | 5.63 | -108% |
| Returns for 5 years | 18.28 | 51.64 | 35% |
| Returns for 10 years | 39.45 | 113.34 | 35% |