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AFMCX vs NAESX
AFMCX vs NAESX Comparison
Open Charts AFMCX vs NAESX
Acuitas US Microcap Institutional
Price$15.23
Change-$0.20 (-1.30%)
VolumeN/A
Net Assets103.76M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
AFMCX vs NAESX Comparison Chart in %
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AFMCX vs. NAESX commentary
Oct 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. AFMCX (104M). NAESX pays higher dividends than AFMCX: NAESX (1.23) 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: 63.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than AFMCX: NAESX (3000) vs AFMCX (10000). AFMCX annual gain was more profitable for investors over the last year : 6.75 vs. NAESX (4.92). NAESX return over 5 years is better than : 55.28 vs. AFMCX (50.97).
| 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 | 8.476 | 5.577 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 162B | 0% |
| Annual Yield % from dividends | 0.02 | 1.23 | 1% |
| Returns for 1 year | 6.75 | 4.92 | 137% |
| Returns for 3 years | 29.09 | 41.91 | 69% |
| Returns for 5 years | 50.97 | 55.28 | 92% |
| Returns for 10 years | 39.75 | 130.16 | 31% |
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