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FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$29.83
Change+$0.36 (+1.22%)
VolumeN/A
Net Assets597.38M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
FOSBX vs NAESX Comparison Chart in %
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FOSBX vs. NAESX commentary
Feb 04, 2026
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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FOSBX (597M). NAESX pays higher dividends than FOSBX: NAESX (1.16) vs FOSBX (0.56). 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 : 10.68 vs. FOSBX (-2.58). NAESX return over 5 years is better than : 31.77 vs. FOSBX (-4.08).
| 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 | 8.591 | 5.519 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 162B | 0% |
| Annual Yield % from dividends | 0.56 | 1.16 | 48% |
| Returns for 1 year | -2.58 | 10.68 | -24% |
| Returns for 3 years | 3.05 | 33.00 | 9% |
| Returns for 5 years | -4.08 | 31.77 | -13% |
| Returns for 10 years | 50.03 | 185.98 | 27% |
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