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FSMBX vs NAESX
FSMBX vs NAESX Comparison
Open Charts FSMBX vs NAESX
Tributary Small/Mid Cap Instl Plus
Price$17.31
Change-$0.14 (-0.80%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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FSMBX vs NAESX Comparison Chart
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FSMBX 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 FSMBX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. FSMBX (14M). NAESX pays higher dividends than FSMBX: NAESX (1.31) vs FSMBX (0.26). FSMBX was incepted earlier than NAESX: FSMBX (5 years) vs NAESX (64 years). FSMBX is a more actively managed with annual turnover of: 24.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than FSMBX: NAESX (3000) vs FSMBX (5000000). NAESX (20.72) and FSMBX (20.34) have marching annual gain over last year. FSMBX return over 5 years is better than : 66.34 vs. NAESX (51.64).
| FSMBX | NAESX | FSMBX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 64 years | - |
| Gain YTD | 10.567 | 9.695 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14M | 149B | 0% |
| Annual Yield % from dividends | 0.26 | 1.31 | 20% |
| Returns for 1 year | 20.34 | 20.72 | 98% |
| Returns for 3 years | 15.96 | 5.63 | 283% |
| Returns for 5 years | 66.34 | 51.64 | 128% |
| Returns for 10 years | N/A | 113.34 | - |