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FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$29.66
Change+$0.43 (+1.47%)
VolumeN/A
Net Assets597.38M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
FOSCX vs NAESX Comparison Chart in %
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FOSCX vs. NAESX commentary
Feb 04, 2026
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 (597M). NAESX pays higher dividends than FOSCX: NAESX (1.16) vs FOSCX (0.23). FOSCX was incepted earlier than NAESX: FOSCX (30 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 : 10.68 vs. FOSCX (-2.80). NAESX return over 5 years is better than : 31.77 vs. FOSCX (-5.37).
| FOSCX | NAESX | FOSCX / NAESX | |
| Total Expense Ratio | 1.18 | 0.17 | 694% |
| Annual Report Gross Expense Ratio | 1.37 | 0.17 | 806% |
| Fund Existence | 30 years | 65 years | - |
| Gain YTD | 8.605 | 5.519 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 162B | 0% |
| Annual Yield % from dividends | 0.23 | 1.16 | 20% |
| Returns for 1 year | -2.80 | 10.68 | -26% |
| Returns for 3 years | 2.30 | 33.00 | 7% |
| Returns for 5 years | -5.37 | 31.77 | -17% |
| Returns for 10 years | 46.38 | 185.98 | 25% |
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