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FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$30.67
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets641.58M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
FOSBX vs NAESX Comparison Chart in %
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FOSBX vs. NAESX commentary
Sep 06, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. FOSBX (642M). NAESX pays higher dividends than FOSBX: NAESX (1.20) vs FOSBX (0.26). 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 : 13.62 vs. FOSBX (-3.74). NAESX return over 5 years is better than : 66.60 vs. FOSBX (29.90).
| 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 | 0.065 | 6.494 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 161B | 0% |
| Annual Yield % from dividends | 0.26 | 1.20 | 22% |
| Returns for 1 year | -3.74 | 13.62 | -27% |
| Returns for 3 years | 6.09 | 39.23 | 16% |
| Returns for 5 years | 29.90 | 66.60 | 45% |
| Returns for 10 years | 37.62 | 132.36 | 28% |
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