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FSMCX vs NAESX
FSMCX vs NAESX Comparison
Open Charts FSMCX vs NAESX
Tributary Small/Mid Cap Institutional
Price$16.94
Change+$0.60 (+3.67%)
VolumeN/A
Net Assets30.35M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
FSMCX vs NAESX Comparison Chart in %
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FSMCX vs. NAESX commentary
Feb 04, 2026
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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FSMCX (30.4M). NAESX pays higher dividends than FSMCX: NAESX (1.16) vs FSMCX (0.00). FSMCX was incepted earlier than NAESX: FSMCX (7 years) vs NAESX (65 years). FSMCX (5.50) 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 : 10.68 vs. FSMCX (-1.91). NAESX (31.77) and FSMCX (31.32) have equivalent 5 years return.
| FSMCX | NAESX | FSMCX / NAESX | |
| Total Expense Ratio | 0.92 | 0.17 | 541% |
| Annual Report Gross Expense Ratio | 5.50 | 0.17 | 3,235% |
| Fund Existence | 7 years | 65 years | - |
| Gain YTD | 5.283 | 5.519 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | -1.91 | 10.68 | -18% |
| Returns for 3 years | 15.32 | 33.00 | 46% |
| Returns for 5 years | 31.32 | 31.77 | 99% |
| Returns for 10 years | N/A | 185.98 | - |
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