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FSMCX vs NAESX
FSMCX vs NAESX Comparison
Open Charts FSMCX vs NAESX
Tributary Small/Mid Cap Institutional
Price$16.58
Change-$0.11 (-0.66%)
VolumeN/A
Net Assets30.56M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
FSMCX vs NAESX Comparison Chart in %
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FSMCX vs. NAESX commentary
Aug 18, 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 FSMCX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. FSMCX (30.6M). NAESX pays higher dividends than FSMCX: NAESX (1.25) vs FSMCX (0.00). FSMCX was incepted earlier than NAESX: FSMCX (6 years) vs NAESX (65 years). FSMCX (5.72) is less costly to investors than NAESX (0.17). FSMCX is a more actively managed with annual turnover of: 25.00 vs. NAESX (13.00). FSMCX has a lower initial minimum investment than NAESX: FSMCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. FSMCX (-1.25). FSMCX return over 5 years is better than : 61.91 vs. NAESX (57.53).
| FSMCX | NAESX | FSMCX / NAESX | |
| Total Expense Ratio | 0.94 | 0.17 | 553% |
| Annual Report Gross Expense Ratio | 5.72 | 0.17 | 3,365% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | -2.585 | 2.494 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -1.25 | 9.15 | -14% |
| Returns for 3 years | 10.53 | 20.39 | 52% |
| Returns for 5 years | 61.91 | 57.53 | 108% |
| Returns for 10 years | N/A | 112.59 | - |