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FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$26.12
Change+$0.29 (+1.12%)
VolumeN/A
Net Assets589.35M
Vanguard Small Cap Index I
Price$100.96
Change+$1.49 (+1.50%)
VolumeN/A
Net Assets143.36B
FOSCX vs NAESX Comparison Chart
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FOSCX 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 FOSCX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. FOSCX (589M). NAESX pays higher dividends than FOSCX: NAESX (1.39) vs FOSCX (0.00). FOSCX was incepted earlier than NAESX: FOSCX (29 years) vs NAESX (65 years). FOSCX (1.34) is less costly to investors than NAESX (0.17). FOSCX is a more actively managed with annual turnover of: 27.00 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 : -3.88 vs. FOSCX (-11.22). NAESX return over 5 years is better than : 69.04 vs. FOSCX (27.62).
| FOSCX | NAESX | FOSCX / NAESX | |
| Total Expense Ratio | 1.17 | 0.17 | 688% |
| Annual Report Gross Expense Ratio | 1.34 | 0.17 | 788% |
| Fund Existence | 29 years | 65 years | - |
| Gain YTD | -14.220 | -13.542 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -11.22 | -3.88 | 289% |
| Returns for 3 years | -14.89 | 3.78 | -394% |
| Returns for 5 years | 27.62 | 69.04 | 40% |
| Returns for 10 years | 9.58 | 74.33 | 13% |
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