Interact to see
Advertisement
Advertisement
FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$28.29
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets576.2M
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
FOSCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOSCX vs. NAESX commentary
Nov 20, 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: 162B vs. FOSCX (576M). NAESX pays higher dividends than FOSCX: NAESX (1.22) vs FOSCX (0.00). FOSCX was incepted earlier than NAESX: FOSCX (29 years) vs NAESX (65 years). FOSCX (1.37) 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 : -0.86 vs. FOSCX (-15.50). NAESX return over 5 years is better than : 39.31 vs. FOSCX (2.87).
| FOSCX | NAESX | FOSCX / NAESX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.37 | 0.17 | 806% |
| Fund Existence | 29 years | 65 years | - |
| Gain YTD | -7.094 | 2.409 | -294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -15.50 | -0.86 | 1,812% |
| Returns for 3 years | -9.56 | 29.99 | -32% |
| Returns for 5 years | 2.87 | 39.31 | 7% |
| Returns for 10 years | 19.04 | 122.07 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GXUS | 53.82 | N/A | N/A |
| Goldman Sachs MarketBeta(R) Ttl IntEqETF | |||
| SPTS | 29.29 | -0.01 | -0.03% |
| State Street® SPDR® Short Term Trs ETF | |||
| HAIL | 32.52 | -0.08 | -0.25% |
| Stt Strt® SPDR®S&PKenshoSmrtMbltyETF | |||
| VLLU | 22.74 | -0.18 | -0.80% |
| Harbor AlphaEdge Large Cap Value ETF | |||
| SMOG | 129.22 | -1.22 | -0.93% |
| VanEck Low Carbon Energy ETF | |||