Interact to see
Advertisement
Advertisement
FSMCX vs NAESX
FSMCX vs NAESX Comparison
Open Charts FSMCX vs NAESX
Tributary Small/Mid Cap Institutional
Price$16.58
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets30.81M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
FSMCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMCX vs. NAESX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. FSMCX (30.8M). NAESX pays higher dividends than FSMCX: NAESX (1.28) 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 : 8.46 vs. FSMCX (-1.43). FSMCX return over 5 years is better than : 70.93 vs. NAESX (66.66).
| 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 | 2.781 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -1.43 | 8.46 | -17% |
| Returns for 3 years | 18.77 | 34.15 | 55% |
| Returns for 5 years | 70.93 | 66.66 | 106% |
| Returns for 10 years | N/A | 114.71 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement