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FTMSX vs NAESX
FTMSX vs NAESX Comparison
Open Charts FTMSX vs NAESX
FullerThaler Behvrl Mcr-Cp Eq Instl
Price$25.78
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets21.18M
Vanguard Small Cap Index I
Price$117.31
Change+$0.64 (+0.55%)
VolumeN/A
Net Assets153.28B
FTMSX vs NAESX Comparison Chart in %
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FTMSX vs. NAESX commentary
Jul 12, 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: 153B vs. FTMSX (21.2M). NAESX pays higher dividends than FTMSX: NAESX (1.28) vs FTMSX (0.13). FTMSX was incepted earlier than NAESX: FTMSX (7 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 : 12.02 vs. FTMSX (4.51). NAESX return over 5 years is better than : 69.64 vs. FTMSX (63.11).
| FTMSX | NAESX | FTMSX / NAESX | |
| Total Expense Ratio | 1.33 | 0.17 | 782% |
| Annual Report Gross Expense Ratio | 1.69 | 0.17 | 994% |
| Fund Existence | 7 years | 65 years | - |
| Gain YTD | -4.170 | 1.476 | -283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2M | 153B | 0% |
| Annual Yield % from dividends | 0.13 | 1.28 | 10% |
| Returns for 1 year | 4.51 | 12.02 | 38% |
| Returns for 3 years | 9.20 | 37.72 | 24% |
| Returns for 5 years | 63.11 | 69.64 | 91% |
| Returns for 10 years | N/A | 106.46 | - |
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