Interact to see
Advertisement
Advertisement
FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$29.79
Change-$0.30 (-1.00%)
VolumeN/A
Net Assets632.16M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
FOSBX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOSBX vs. NAESX commentary
Aug 17, 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: 154B vs. FOSBX (632M). NAESX pays higher dividends than FOSBX: NAESX (1.25) 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 : 9.15 vs. FOSBX (-6.88). NAESX return over 5 years is better than : 57.53 vs. FOSBX (23.69).
| FOSBX | NAESX | FOSBX / NAESX | |
| Total Expense Ratio | 0.96 | 0.17 | 565% |
| Annual Report Gross Expense Ratio | 1.06 | 0.17 | 624% |
| Fund Existence | 15 years | 65 years | - |
| Gain YTD | -2.806 | 2.494 | -113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 154B | 0% |
| Annual Yield % from dividends | 0.28 | 1.25 | 22% |
| Returns for 1 year | -6.88 | 9.15 | -75% |
| Returns for 3 years | -8.09 | 20.39 | -40% |
| Returns for 5 years | 23.69 | 57.53 | 41% |
| Returns for 10 years | 28.99 | 112.59 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement