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FSMCX vs NAESX
FSMCX vs NAESX Comparison
Open Charts FSMCX vs NAESX
Tributary Small/Mid Cap Institutional
Price$17.29
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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FSMCX vs NAESX Comparison Chart
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FSMCX 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 FSMCX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. FSMCX (14.1M). NAESX pays higher dividends than FSMCX: NAESX (1.31) vs FSMCX (0.00). FSMCX was incepted earlier than NAESX: FSMCX (5 years) vs NAESX (64 years). FSMCX is a more actively managed with annual turnover of: 24.00 vs. NAESX (12.00). FSMCX has a lower initial minimum investment than NAESX: FSMCX (1000) vs NAESX (3000). NAESX (20.72) and FSMCX (20.27) have marching annual gain over last year. FSMCX return over 5 years is better than : 65.31 vs. NAESX (51.64).
| FSMCX | NAESX | FSMCX / 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 | 10.574 | 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 | 14.1M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 20.27 | 20.72 | 98% |
| Returns for 3 years | 15.88 | 5.63 | 282% |
| Returns for 5 years | 65.31 | 51.64 | 126% |
| Returns for 10 years | N/A | 113.34 | - |
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