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FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$28.73
Change-$0.30 (-1.03%)
VolumeN/A
Net Assets624.41M
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
FOSCX vs NAESX Comparison Chart in %
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FOSCX vs. NAESX commentary
Aug 08, 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: 154B vs. FOSCX (624M). NAESX pays higher dividends than FOSCX: NAESX (1.25) 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: 29.00 vs. NAESX (13.00). 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 : 12.34 vs. FOSCX (-5.56). NAESX return over 5 years is better than : 54.62 vs. FOSCX (19.47).
| 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 | -5.649 | 0.337 | -1,678% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -5.56 | 12.34 | -45% |
| Returns for 3 years | -7.32 | 22.72 | -32% |
| Returns for 5 years | 19.47 | 54.62 | 36% |
| Returns for 10 years | 22.42 | 107.61 | 21% |
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