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FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$29.05
Change-$0.45 (-1.53%)
VolumeN/A
Net Assets592.6M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
FOSCX vs NAESX Comparison Chart in %
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FOSCX 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 FOSCX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FOSCX (593M). NAESX pays higher dividends than FOSCX: NAESX (1.22) vs FOSCX (0.00). FOSCX was incepted earlier than NAESX: FOSCX (29 years) vs NAESX (65 years). FOSCX (1.37) is less costly to investors than NAESX (0.17). FOSCX is a more actively managed with annual turnover of: 29.00 vs. NAESX (13.00). FOSCX has a lower initial minimum investment than NAESX: FOSCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.33 vs. FOSCX (-15.08). NAESX return over 5 years is better than : 44.93 vs. FOSCX (7.35).
| FOSCX | NAESX | FOSCX / NAESX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.37 | 0.17 | 806% |
| Fund Existence | 29 years | 65 years | - |
| Gain YTD | -4.598 | 4.359 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -15.08 | -0.33 | 4,529% |
| Returns for 3 years | -6.62 | 31.86 | -21% |
| Returns for 5 years | 7.35 | 44.93 | 16% |
| Returns for 10 years | 23.63 | 129.99 | 18% |
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