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FSMCX vs NAESX
FSMCX vs NAESX Comparison
Open Charts FSMCX vs NAESX
Tributary Small/Mid Cap Institutional
Price$16.04
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets29.06M
Vanguard Small Cap Index I
Price$122.63
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
FSMCX vs NAESX Comparison Chart in %
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FSMCX vs. NAESX commentary
Nov 14, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FSMCX (29.1M). NAESX pays higher dividends than FSMCX: NAESX (1.22) vs FSMCX (0.00). FSMCX was incepted earlier than NAESX: FSMCX (6 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 : 1.42 vs. FSMCX (-11.82). NAESX return over 5 years is better than : 48.22 vs. FSMCX (41.45).
| 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 | 6 years | 65 years | - |
| Gain YTD | -5.758 | 6.726 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.1M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -11.82 | 1.42 | -830% |
| Returns for 3 years | 13.04 | 33.14 | 39% |
| Returns for 5 years | 41.45 | 48.22 | 86% |
| Returns for 10 years | N/A | 137.58 | - |
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