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AFMCX vs NAESX
AFMCX vs NAESX Comparison
Open Charts AFMCX vs NAESX
Acuitas US Microcap Institutional
Price$14.94
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets101.32M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
AFMCX vs NAESX Comparison Chart in %
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AFMCX vs. NAESX commentary
Sep 08, 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 AFMCX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. AFMCX (101M). NAESX pays higher dividends than AFMCX: NAESX (1.20) vs AFMCX (0.02). AFMCX was incepted earlier than NAESX: AFMCX (11 years) vs NAESX (65 years). AFMCX (1.96) is less costly to investors than NAESX (0.17). AFMCX is a more actively managed with annual turnover of: 64.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than AFMCX: NAESX (3000) vs AFMCX (10000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. AFMCX (10.52). NAESX return over 5 years is better than : 66.60 vs. AFMCX (59.65).
| AFMCX | NAESX | AFMCX / NAESX | |
| Total Expense Ratio | 1.50 | 0.17 | 882% |
| Annual Report Gross Expense Ratio | 1.96 | 0.17 | 1,153% |
| Fund Existence | 11 years | 65 years | - |
| Gain YTD | 6.410 | 6.494 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 161B | 0% |
| Annual Yield % from dividends | 0.02 | 1.20 | 2% |
| Returns for 1 year | 10.52 | 13.62 | 77% |
| Returns for 3 years | 21.78 | 39.23 | 56% |
| Returns for 5 years | 59.65 | 66.60 | 90% |
| Returns for 10 years | 40.71 | 132.36 | 31% |
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