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FSMBX vs NAESX
FSMBX vs NAESX Comparison
Open Charts FSMBX vs NAESX
Tributary Small/Mid Cap Instl Plus
Price$16.27
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets28.83M
Vanguard Small Cap Index I
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
FSMBX vs NAESX Comparison Chart in %
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FSMBX vs. NAESX commentary
Dec 26, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. FSMBX (28.8M). NAESX pays higher dividends than FSMBX: NAESX (1.21) vs FSMBX (0.14). FSMBX was incepted earlier than NAESX: FSMBX (6 years) vs NAESX (65 years). FSMBX (1.34) 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 : 8.22 vs. FSMBX (-5.68). NAESX return over 5 years is better than : 36.35 vs. FSMBX (32.38).
| FSMBX | NAESX | FSMBX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 1.34 | 0.17 | 788% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | -4.407 | 9.833 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8M | 163B | 0% |
| Annual Yield % from dividends | 0.14 | 1.21 | 12% |
| Returns for 1 year | -5.68 | 8.22 | -69% |
| Returns for 3 years | 21.02 | 44.83 | 47% |
| Returns for 5 years | 32.38 | 36.35 | 89% |
| Returns for 10 years | N/A | 143.16 | - |
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