Ad is loading...
FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$32.97
Change-$0.40 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FOSCX vs NAESX Comparison Chart
Loading...
FOSCX vs. NAESX commentary
Sep 21, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. FOSCX (799M). NAESX pays higher dividends than FOSCX: NAESX (1.31) vs FOSCX (0.18). FOSCX was incepted earlier than NAESX: FOSCX (28 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 : 20.72 vs. FOSCX (18.22). NAESX return over 5 years is better than : 51.64 vs. FOSCX (16.73).
| FOSCX | NAESX | FOSCX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 64 years | - |
| Gain YTD | 10.612 | 9.695 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 149B | 1% |
| Annual Yield % from dividends | 0.18 | 1.31 | 14% |
| Returns for 1 year | 18.22 | 20.72 | 88% |
| Returns for 3 years | -6.92 | 5.63 | -123% |
| Returns for 5 years | 16.73 | 51.64 | 32% |
| Returns for 10 years | 36.10 | 113.34 | 32% |