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FSMCX vs NAESX
FSMCX vs NAESX Comparison
Open Charts FSMCX vs NAESX
Tributary Small/Mid Cap Institutional
Price$16.55
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets29.9M
Vanguard Small Cap Index I
Price$123.61
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
FSMCX vs NAESX Comparison Chart in %
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FSMCX vs. NAESX commentary
Oct 09, 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 FSMCX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FSMCX (29.9M). NAESX pays higher dividends than FSMCX: NAESX (1.23) vs FSMCX (0.00). FSMCX was incepted earlier than NAESX: FSMCX (6 years) vs NAESX (65 years). FSMCX (5.50) is less costly to investors than NAESX (0.17). FSMCX is a more actively managed with annual turnover of: 25.00 vs. NAESX (13.00). FSMCX has a lower initial minimum investment than NAESX: FSMCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.13 vs. FSMCX (-4.39). FSMCX (57.32) and NAESX (56.51) have equivalent 5 years return.
| FSMCX | NAESX | FSMCX / NAESX | |
| Total Expense Ratio | 0.92 | 0.17 | 541% |
| Annual Report Gross Expense Ratio | 5.50 | 0.17 | 3,235% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | -2.761 | 6.604 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.9M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -4.39 | 9.13 | -48% |
| Returns for 3 years | 26.24 | 47.05 | 56% |
| Returns for 5 years | 57.32 | 56.51 | 101% |
| Returns for 10 years | N/A | 131.38 | - |
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