Interact to see
Advertisement
Advertisement
AFMCX vs NAESX
AFMCX vs NAESX Comparison
Open Charts AFMCX vs NAESX
Acuitas US Microcap Institutional
Price$12.87
Change-$0.31 (-2.35%)
VolumeN/A
Net Assets85.66M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
AFMCX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFMCX vs. NAESX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. AFMCX (85.7M). NAESX pays higher dividends than AFMCX: NAESX (1.35) 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 : 5.19 vs. AFMCX (-3.21). NAESX return over 5 years is better than : 63.19 vs. AFMCX (53.43).
| 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 | -8.333 | -4.390 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.7M | 148B | 0% |
| Annual Yield % from dividends | 0.02 | 1.35 | 2% |
| Returns for 1 year | -3.21 | 5.19 | -62% |
| Returns for 3 years | 12.52 | 31.28 | 40% |
| Returns for 5 years | 53.43 | 63.19 | 85% |
| Returns for 10 years | 14.32 | 92.88 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement