FOSBX
Price
$29.81
Change
+$0.11 (+0.37%)
Updated
Jul 25 closing price
Net Assets
638.81M
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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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$29.81
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets638.81M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
FOSBX vs NAESX Comparison Chart in %
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FOSBX vs. NAESX commentary
Jul 27, 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: 153B vs. FOSBX (639M). 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: 29.00 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 : 8.46 vs. FOSBX (-8.33). NAESX return over 5 years is better than : 66.66 vs. FOSBX (33.38).
FOSBXNAESXFOSBX / NAESX
Total Expense Ratio0.960.17565%
Annual Report Gross Expense Ratio1.060.17624%
Fund Existence15 years65 years-
Gain YTD-2.7412.781-99%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets639M153B0%
Annual Yield % from dividends0.281.2822%
Returns for 1 year-8.338.46-98%
Returns for 3 years-0.1734.15-0%
Returns for 5 years33.3866.6650%
Returns for 10 years32.09114.7128%
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