Interact to see
Advertisement
Advertisement
FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | -4.565 | -2.660 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -2.68 | 7.95 | -34% |
| Returns for 3 years | -0.25 | 29.27 | -1% |
| Returns for 5 years | 36.66 | 68.49 | 54% |
| Returns for 10 years | 23.52 | 100.57 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers