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FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$29.60
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets608.27M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
FOSBX vs NAESX Comparison Chart in %
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FOSBX vs. NAESX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FOSBX (608M). NAESX pays higher dividends than FOSBX: NAESX (1.23) vs FOSBX (0.27). FOSBX was incepted earlier than NAESX: FOSBX (15 years) vs NAESX (65 years). FOSBX (1.05) 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 : 4.92 vs. FOSBX (-12.44). NAESX return over 5 years is better than : 55.28 vs. FOSBX (19.44).
| FOSBX | NAESX | FOSBX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 1.05 | 0.17 | 618% |
| Fund Existence | 15 years | 65 years | - |
| Gain YTD | -3.426 | 5.577 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 608M | 162B | 0% |
| Annual Yield % from dividends | 0.27 | 1.23 | 22% |
| Returns for 1 year | -12.44 | 4.92 | -253% |
| Returns for 3 years | 2.00 | 41.91 | 5% |
| Returns for 5 years | 19.44 | 55.28 | 35% |
| Returns for 10 years | 30.20 | 130.16 | 23% |
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