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FTMSX vs NAESX
FTMSX vs NAESX Comparison
Open Charts FTMSX vs NAESX
FullerThaler Behvrl Mcr-Cp Eq Instl
Price$22.50
Change+$0.83 (+3.83%)
VolumeN/A
Net Assets17.62M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
FTMSX vs NAESX Comparison Chart
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FTMSX vs. NAESX commentary
May 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 FTMSX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. FTMSX (17.6M). NAESX pays higher dividends than FTMSX: NAESX (1.43) vs FTMSX (0.16). FTMSX was incepted earlier than NAESX: FTMSX (6 years) vs NAESX (65 years). FTMSX (1.69) is less costly to investors than NAESX (0.17). FTMSX is a more actively managed with annual turnover of: 86.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than FTMSX: NAESX (3000) vs FTMSX (100000). NAESX annual gain was more profitable for investors over the last year : -0.09 vs. FTMSX (-15.74). NAESX return over 5 years is better than : 65.08 vs. FTMSX (42.30).
| FTMSX | NAESX | FTMSX / NAESX | |
| Total Expense Ratio | 1.33 | 0.17 | 782% |
| Annual Report Gross Expense Ratio | 1.69 | 0.17 | 994% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | -21.296 | -8.414 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6M | 140B | 0% |
| Annual Yield % from dividends | 0.16 | 1.43 | 11% |
| Returns for 1 year | -15.74 | -0.09 | 17,269% |
| Returns for 3 years | -24.30 | 20.27 | -120% |
| Returns for 5 years | 42.30 | 65.08 | 65% |
| Returns for 10 years | N/A | 87.81 | - |
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