FSMBX
Price
$16.57
Change
-$0.01 (-0.06%)
Updated
Jul 28 closing price
Net Assets
30.81M
NAESX
Price
$117.71
Change
-$0.46 (-0.39%)
Updated
Jul 28 closing price
Net Assets
153.28B
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FSMBX vs NAESX

Header iconFSMBX vs NAESX Comparison
Open Charts FSMBX vs NAESXBanner chart's image
Tributary Small/Mid Cap Instl Plus
Price$16.57
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets30.81M
Vanguard Small Cap Index I
Price$117.71
Change-$0.46 (-0.39%)
VolumeN/A
Net Assets153.28B
FSMBX vs NAESX Comparison Chart in %
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FSMBX vs. NAESX commentary
Jul 29, 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 FSMBX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. FSMBX (30.8M). NAESX pays higher dividends than FSMBX: NAESX (1.28) vs FSMBX (0.15). FSMBX was incepted earlier than NAESX: FSMBX (6 years) vs NAESX (65 years). FSMBX (1.62) is less costly to investors than NAESX (0.17). FSMBX is a more actively managed with annual turnover of: 25.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than FSMBX: NAESX (3000) vs FSMBX (5000000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. FSMBX (-1.42). FSMBX return over 5 years is better than : 71.80 vs. NAESX (66.66).
FSMBXNAESXFSMBX / NAESX
Total Expense Ratio0.900.17529%
Annual Report Gross Expense Ratio1.620.17953%
Fund Existence6 years65 years-
Gain YTD-2.5852.781-93%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets30.8M153B0%
Annual Yield % from dividends0.151.2811%
Returns for 1 year-1.428.46-17%
Returns for 3 years18.9234.1555%
Returns for 5 years71.8066.66108%
Returns for 10 yearsN/A114.71-
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