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FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$28.24
Change-$0.59 (-2.05%)
VolumeN/A
Net Assets633.6M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
FOSCX vs NAESX Comparison Chart
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FOSCX vs. NAESX commentary
Jun 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FOSCX (634M). NAESX pays higher dividends than FOSCX: NAESX (1.35) 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: 27.00 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 : 5.19 vs. FOSCX (-5.58). NAESX return over 5 years is better than : 63.19 vs. FOSCX (28.52).
| 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 | -7.258 | -4.390 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -5.58 | 5.19 | -108% |
| Returns for 3 years | -0.86 | 31.28 | -3% |
| Returns for 5 years | 28.52 | 63.19 | 45% |
| Returns for 10 years | 17.94 | 92.88 | 19% |
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