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FSMCX vs NAESX
FSMCX vs NAESX Comparison
Open Charts FSMCX vs NAESX
Tributary Small/Mid Cap Institutional
Price$16.23
Change+$0.18 (+1.12%)
VolumeN/A
Net Assets28.45M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
FSMCX vs NAESX Comparison Chart in %
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FSMCX vs. NAESX commentary
Dec 04, 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: 162B vs. FSMCX (28.5M). NAESX pays higher dividends than FSMCX: NAESX (1.21) 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 : -0.86 vs. FSMCX (-12.34). NAESX return over 5 years is better than : 40.97 vs. FSMCX (37.03).
| 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 | -5.640 | 7.092 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -12.34 | -0.86 | 1,432% |
| Returns for 3 years | 10.61 | 32.07 | 33% |
| Returns for 5 years | 37.03 | 40.97 | 90% |
| Returns for 10 years | N/A | 131.34 | - |
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