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FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$30.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets641.58M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
FOSCX vs NAESX Comparison Chart in %
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FOSCX vs. NAESX commentary
Sep 08, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. FOSCX (642M). NAESX pays higher dividends than FOSCX: NAESX (1.20) 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 : 13.62 vs. FOSCX (-3.98). NAESX return over 5 years is better than : 66.60 vs. FOSCX (28.20).
| 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 | -0.099 | 6.494 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -3.98 | 13.62 | -29% |
| Returns for 3 years | 5.24 | 39.23 | 13% |
| Returns for 5 years | 28.20 | 66.60 | 42% |
| Returns for 10 years | 34.29 | 132.36 | 26% |
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