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FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$30.50
Change-$1.15 (-3.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
FOSCX vs NAESX Comparison Chart
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FOSCX vs. NAESX commentary
Dec 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. FOSCX (760M). 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 : 19.54 vs. FOSCX (9.40). NAESX return over 5 years is better than : 53.79 vs. FOSCX (7.92).
| 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 | 6.962 | 17.994 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 760M | 167B | 0% |
| Annual Yield % from dividends | 0.18 | 1.31 | 14% |
| Returns for 1 year | 9.40 | 19.54 | 48% |
| Returns for 3 years | -2.28 | 15.71 | -14% |
| Returns for 5 years | 7.92 | 53.79 | 15% |
| Returns for 10 years | 26.99 | 124.30 | 22% |
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