Ad is loading...
FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$29.86
Change-$0.72 (-2.35%)
VolumeN/A
Net Assets730.99M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
FOSCX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOSCX vs. NAESX commentary
Feb 23, 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 FOSCX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. FOSCX (731M). NAESX pays higher dividends than FOSCX: NAESX (1.31) vs FOSCX (0.18). FOSCX was incepted earlier than NAESX: FOSCX (29 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 : 14.23 vs. FOSCX (2.44). NAESX return over 5 years is better than : 48.20 vs. FOSCX (3.79).
| FOSCX | NAESX | FOSCX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 64 years | - |
| Gain YTD | -1.938 | 2.371 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 161B | 0% |
| Annual Yield % from dividends | 0.18 | 1.31 | 14% |
| Returns for 1 year | 2.44 | 14.23 | 17% |
| Returns for 3 years | -3.96 | 21.97 | -18% |
| Returns for 5 years | 3.79 | 48.20 | 8% |
| Returns for 10 years | 27.56 | 110.71 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...