FOSCX
Price
$29.06
Change
+$0.40 (+1.40%)
Updated
Jun 26 closing price
Net Assets
626.07M
NAESX
Price
$113.54
Change
+$1.55 (+1.38%)
Updated
Jun 26 closing price
Net Assets
147.56B
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FOSCX vs NAESX

Header iconFOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESXBanner chart's image
Tributary Small Company Instl
Price$29.06
Change+$0.40 (+1.40%)
VolumeN/A
Net Assets626.07M
Vanguard Small Cap Index I
Price$113.54
Change+$1.55 (+1.38%)
VolumeN/A
Net Assets147.56B
FOSCX vs NAESX Comparison Chart in %
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FOSCX vs. NAESX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FOSCX (626M). NAESX pays higher dividends than FOSCX: NAESX (1.35) 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 : 7.95 vs. FOSCX (-2.68). NAESX return over 5 years is better than : 68.49 vs. FOSCX (36.66).
FOSCXNAESXFOSCX / NAESX
Total Expense Ratio1.170.17688%
Annual Report Gross Expense Ratio1.340.17788%
Fund Existence29 years65 years-
Gain YTD-4.565-2.660172%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets626M148B0%
Annual Yield % from dividends0.001.35-
Returns for 1 year-2.687.95-34%
Returns for 3 years-0.2529.27-1%
Returns for 5 years36.6668.4954%
Returns for 10 years23.52100.5723%
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