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FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$28.45
Change-$0.60 (-2.07%)
VolumeN/A
Net Assets633.6M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
FOSBX vs NAESX Comparison Chart
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FOSBX vs. NAESX commentary
Jun 15, 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 FOSBX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FOSBX (634M). NAESX pays higher dividends than FOSBX: NAESX (1.35) vs FOSBX (0.29). FOSBX was incepted earlier than NAESX: FOSBX (15 years) vs NAESX (65 years). FOSBX (1.06) is less costly to investors than NAESX (0.17). FOSBX is a more actively managed with annual turnover of: 27.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than FOSBX: NAESX (3000) vs FOSBX (5000000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. FOSBX (-5.84). NAESX return over 5 years is better than : 63.19 vs. FOSBX (30.17).
| FOSBX | NAESX | FOSBX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 1.06 | 0.17 | 624% |
| Fund Existence | 15 years | 65 years | - |
| Gain YTD | -7.178 | -4.390 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 148B | 0% |
| Annual Yield % from dividends | 0.29 | 1.35 | 21% |
| Returns for 1 year | -5.84 | 5.19 | -112% |
| Returns for 3 years | -0.08 | 31.28 | -0% |
| Returns for 5 years | 30.17 | 63.19 | 48% |
| Returns for 10 years | 20.85 | 92.88 | 22% |
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