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FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$31.40
Change+$0.19 (+0.61%)
VolumeN/A
Net Assets761.41M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
FOSCX vs NAESX Comparison Chart
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FOSCX vs. NAESX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. FOSCX (761M). 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 : 21.23 vs. FOSCX (10.99). NAESX return over 5 years is better than : 48.81 vs. FOSCX (5.10).
| 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 | 3.120 | 3.370 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 761M | 155B | 0% |
| Annual Yield % from dividends | 0.18 | 1.31 | 14% |
| Returns for 1 year | 10.99 | 21.23 | 52% |
| Returns for 3 years | -3.44 | 17.16 | -20% |
| Returns for 5 years | 5.10 | 48.81 | 10% |
| Returns for 10 years | 42.11 | 126.44 | 33% |