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FJACX vs NAESX
FJACX vs NAESX Comparison
Open Charts FJACX vs NAESX
Fidelity Series Small Cap Discovery
Price$10.42
Change-$0.05 (-0.48%)
VolumeN/A
Net Assets1.64B
Vanguard Small Cap Index I
Price$108.19
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
FJACX vs NAESX Comparison Chart
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FJACX vs. NAESX commentary
May 25, 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 FJACX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. FJACX (1.64B). NAESX pays higher dividends than FJACX: NAESX (1.43) vs FJACX (1.11). FJACX was incepted earlier than NAESX: FJACX (12 years) vs NAESX (65 years). NAESX (0.17) is less costly to investors than FJACX (0.00). FJACX is a more actively managed with annual turnover of: 50.00 vs. NAESX (13.00). FJACX has a lower initial minimum investment than NAESX: FJACX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 2.80 vs. FJACX (-12.41). NAESX return over 5 years is better than : 66.59 vs. FJACX (22.30).
| FJACX | NAESX | FJACX / NAESX | |
| Total Expense Ratio | 0.00 | 0.17 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.17 | - |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | -4.228 | -5.963 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 140B | 1% |
| Annual Yield % from dividends | 1.11 | 1.43 | 78% |
| Returns for 1 year | -12.41 | 2.80 | -444% |
| Returns for 3 years | -9.82 | 23.57 | -42% |
| Returns for 5 years | 22.30 | 66.59 | 33% |
| Returns for 10 years | -1.24 | 91.88 | -1% |
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