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AFMCX vs NAESX
AFMCX vs NAESX Comparison
Open Charts AFMCX vs NAESX
Acuitas US Microcap Institutional
Price$14.20
Change+$0.16 (+1.14%)
VolumeN/A
Net Assets95.04M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
AFMCX vs NAESX Comparison Chart in %
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AFMCX vs. NAESX commentary
Jul 07, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. AFMCX (95M). NAESX pays higher dividends than AFMCX: NAESX (1.28) 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 : 12.22 vs. AFMCX (8.58). NAESX return over 5 years is better than : 69.32 vs. AFMCX (63.25).
| 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 | 1.140 | 1.432 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95M | 148B | 0% |
| Annual Yield % from dividends | 0.02 | 1.28 | 2% |
| Returns for 1 year | 8.58 | 12.22 | 70% |
| Returns for 3 years | 22.33 | 37.83 | 59% |
| Returns for 5 years | 63.25 | 69.32 | 91% |
| Returns for 10 years | 26.58 | 108.83 | 24% |
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