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FOSCX vs NAESX
FOSCX vs NAESX Comparison
Open Charts FOSCX vs NAESX
Tributary Small Company Instl
Price$29.36
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets608.27M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
FOSCX vs NAESX Comparison Chart in %
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FOSCX vs. NAESX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FOSCX (608M). NAESX pays higher dividends than FOSCX: NAESX (1.23) 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 : 4.92 vs. FOSCX (-12.65). NAESX return over 5 years is better than : 55.28 vs. FOSCX (17.88).
| 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 | -3.580 | 5.577 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 608M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -12.65 | 4.92 | -257% |
| Returns for 3 years | 1.23 | 41.91 | 3% |
| Returns for 5 years | 17.88 | 55.28 | 32% |
| Returns for 10 years | 27.10 | 130.16 | 21% |
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