FSMBX
Price
$16.46
Change
+$0.10 (+0.61%)
Updated
Jul 3 closing price
Net Assets
40.57M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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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$16.46
Change+$0.10 (+0.61%)
VolumeN/A
Net Assets40.57M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
FSMBX vs NAESX Comparison Chart in %
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FSMBX vs. NAESX commentary
Jul 07, 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: 148B vs. FSMBX (40.6M). 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: 23.00 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 : 12.22 vs. FSMBX (2.43). FSMBX return over 5 years is better than : 78.65 vs. NAESX (69.32).
FSMBXNAESXFSMBX / NAESX
Total Expense Ratio0.900.17529%
Annual Report Gross Expense Ratio1.620.17953%
Fund Existence6 years65 years-
Gain YTD-3.2901.432-230%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets40.6M148B0%
Annual Yield % from dividends0.151.2811%
Returns for 1 year2.4312.2220%
Returns for 3 years21.9737.8358%
Returns for 5 years78.6569.32113%
Returns for 10 yearsN/A108.83-
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