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FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$29.29
Change-$0.46 (-1.55%)
VolumeN/A
Net Assets592.6M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
FOSBX vs NAESX Comparison Chart in %
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FOSBX vs. NAESX commentary
Nov 14, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FOSBX (593M). NAESX pays higher dividends than FOSBX: NAESX (1.22) vs FOSBX (0.28). 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 : 1.42 vs. FOSBX (-14.20). NAESX return over 5 years is better than : 48.22 vs. FOSBX (10.47).
| 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 | -2.936 | 6.726 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 162B | 0% |
| Annual Yield % from dividends | 0.28 | 1.22 | 23% |
| Returns for 1 year | -14.20 | 1.42 | -998% |
| Returns for 3 years | -5.03 | 33.14 | -15% |
| Returns for 5 years | 10.47 | 48.22 | 22% |
| Returns for 10 years | 30.25 | 137.58 | 22% |
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