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Analysis and predictions FTMSX vs NAESX
FTMSX vs NAESX Comparison
Open Charts FTMSX vs NAESX
Fuller & Thaler Behvrl Mcr-Cp Eq Instl
Price$22.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$92.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FTMSX vs NAESX Comparison Chart
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FTMSX vs. NAESX commentary
Nov 29, 2023
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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 111B vs. FTMSX (17.5M). NAESX pays higher dividends than FTMSX: NAESX (1.69) vs FTMSX (0.00). FTMSX was incepted earlier than NAESX: FTMSX (5 years) vs NAESX (63 years). FTMSX (2.25) is less costly to investors than NAESX (0.17). FTMSX is a more actively managed with annual turnover of: 74.00 vs. NAESX (14.00). 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 : 1.72 vs. FTMSX (-3.09).
| FTMSX | NAESX | FTMSX / NAESX | |
| Total Expense Ratio | 1.43 | 0.17 | 841% |
| Annual Report Gross Expense Ratio | 2.25 | 0.17 | 1,324% |
| Fund Existence | 5 years | 63 years | - |
| Gain YTD | 0.131 | 5.425 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 111B | 0% |
| Annual Yield % from dividends | 0.00 | 1.69 | - |
| Returns for 1 year | -3.09 | 1.72 | -180% |
| Returns for 3 years | -2.30 | 5.32 | -43% |
| Returns for 5 years | N/A | 32.10 | - |
| Returns for 10 years | N/A | 88.01 | - |
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