Interact to see
Advertisement
Advertisement
FSMCX vs NAESX
FSMCX vs NAESX Comparison
Open Charts FSMCX vs NAESX
Tributary Small/Mid Cap Institutional
Price$15.58
Change-$0.25 (-1.58%)
VolumeN/A
Net Assets39.85M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
FSMCX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMCX vs. NAESX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FSMCX (39.8M). NAESX pays higher dividends than FSMCX: NAESX (1.35) 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: 23.00 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 : 5.19 vs. FSMCX (-2.56). FSMCX return over 5 years is better than : 68.80 vs. NAESX (63.19).
| 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 | -8.461 | -4.390 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.8M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -2.56 | 5.19 | -49% |
| Returns for 3 years | 18.21 | 31.28 | 58% |
| Returns for 5 years | 68.80 | 63.19 | 109% |
| Returns for 10 years | N/A | 92.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement