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FOSBX vs NAESX
FOSBX vs NAESX Comparison
Open Charts FOSBX vs NAESX
Tributary Small Company Instl Plus
Price$29.81
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets638.81M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
FOSBX vs NAESX Comparison Chart in %
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FOSBX vs. NAESX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. FOSBX (639M). NAESX pays higher dividends than FOSBX: NAESX (1.28) 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 : 8.46 vs. FOSBX (-8.33). NAESX return over 5 years is better than : 66.66 vs. FOSBX (33.38).
| 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 | -2.741 | 2.781 | -99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 153B | 0% |
| Annual Yield % from dividends | 0.28 | 1.28 | 22% |
| Returns for 1 year | -8.33 | 8.46 | -98% |
| Returns for 3 years | -0.17 | 34.15 | -0% |
| Returns for 5 years | 33.38 | 66.66 | 50% |
| Returns for 10 years | 32.09 | 114.71 | 28% |
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