FOSBX
Price
$30.28
Change
+$0.17 (+0.56%)
Updated
Jul 3 closing price
Net Assets
654.69M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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FOSBX vs NAESX

Header iconFOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESXBanner chart's image
Tributary Small Company Instl Plus
Price$30.28
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets654.69M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
FOSBX vs NAESX Comparison Chart in %
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FOSBX 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 FOSBX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FOSBX (655M). NAESX pays higher dividends than FOSBX: NAESX (1.28) vs FOSBX (0.28). 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 : 12.22 vs. FOSBX (0.38). NAESX return over 5 years is better than : 69.32 vs. FOSBX (38.54).
FOSBXNAESXFOSBX / NAESX
Total Expense Ratio0.960.17565%
Annual Report Gross Expense Ratio1.060.17624%
Fund Existence15 years65 years-
Gain YTD-1.2071.432-84%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets655M148B0%
Annual Yield % from dividends0.281.2822%
Returns for 1 year0.3812.223%
Returns for 3 years5.1737.8314%
Returns for 5 years38.5469.3256%
Returns for 10 years31.00108.8328%
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