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FSMCX vs NAESX
FSMCX vs NAESX Comparison
Open Charts FSMCX vs NAESX
Tributary Small/Mid Cap Institutional
Price$16.95
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets31.26M
Vanguard Small Cap Index I
Price$121.46
Change+$0.30 (+0.25%)
VolumeN/A
Net Assets154.18B
FSMCX vs NAESX Comparison Chart in %
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FSMCX vs. NAESX commentary
Aug 29, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. FSMCX (31.3M). NAESX pays higher dividends than FSMCX: NAESX (1.25) 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 : 9.99 vs. FSMCX (-0.99). FSMCX return over 5 years is better than : 66.01 vs. NAESX (60.61).
| 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 | -0.411 | 5.381 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -0.99 | 9.99 | -10% |
| Returns for 3 years | 19.87 | 32.16 | 62% |
| Returns for 5 years | 66.01 | 60.61 | 109% |
| Returns for 10 years | N/A | 130.39 | - |
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