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FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$33.46
Change-$0.35 (-1.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
FOSCX vs NAESX Comparison Chart
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FOSCX vs. NAESX commentary
Nov 18, 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 FOSCX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. FOSCX (811M). NAESX pays higher dividends than FOSCX: NAESX (1.31) vs FOSCX (0.18). FOSCX was incepted earlier than NAESX: FOSCX (28 years) vs NAESX (64 years). FOSCX is a more actively managed with annual turnover of: 37.00 vs. NAESX (12.00). FOSCX has a lower initial minimum investment than NAESX: FOSCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 30.24 vs. FOSCX (23.71). NAESX return over 5 years is better than : 55.43 vs. FOSCX (16.15).
| FOSCX | NAESX | FOSCX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 64 years | - |
| Gain YTD | 13.079 | 15.758 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 151B | 1% |
| Annual Yield % from dividends | 0.18 | 1.31 | 14% |
| Returns for 1 year | 23.71 | 30.24 | 78% |
| Returns for 3 years | -15.55 | 4.66 | -334% |
| Returns for 5 years | 16.15 | 55.43 | 29% |
| Returns for 10 years | 35.83 | 122.58 | 29% |
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