Interact to see
Advertisement
Advertisement
FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$29.58
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
FOSCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOSCX vs. NAESX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. FOSCX (639M). NAESX pays higher dividends than FOSCX: NAESX (1.28) vs FOSCX (0.00). FOSCX was incepted earlier than NAESX: FOSCX (29 years) vs NAESX (65 years). FOSCX (1.34) 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 : 8.46 vs. FOSCX (-8.56). NAESX return over 5 years is better than : 66.66 vs. FOSCX (31.63).
| FOSCX | NAESX | FOSCX / NAESX | |
| Total Expense Ratio | 1.17 | 0.17 | 688% |
| Annual Report Gross Expense Ratio | 1.34 | 0.17 | 788% |
| Fund Existence | 29 years | 65 years | - |
| Gain YTD | -2.857 | 2.781 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -8.56 | 8.46 | -101% |
| Returns for 3 years | -0.94 | 34.15 | -3% |
| Returns for 5 years | 31.63 | 66.66 | 47% |
| Returns for 10 years | 28.88 | 114.71 | 25% |