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FJACX vs NAESX
FJACX vs NAESX Comparison
Open Charts FJACX vs NAESX
Fidelity Series Small Cap Discovery
Price$11.53
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets1.55B
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
FJACX vs NAESX Comparison Chart
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FJACX vs. NAESX commentary
Jan 31, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. FJACX (1.55B). NAESX pays higher dividends than FJACX: NAESX (1.31) vs FJACX (0.99). FJACX was incepted earlier than NAESX: FJACX (11 years) vs NAESX (64 years). FJACX is a more actively managed with annual turnover of: 31.00 vs. NAESX (12.00). 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 : 20.30 vs. FJACX (0.25). NAESX return over 5 years is better than : 55.79 vs. FJACX (5.73).
| FJACX | NAESX | FJACX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 64 years | - |
| Gain YTD | 5.147 | 3.621 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 155B | 1% |
| Annual Yield % from dividends | 0.99 | 1.31 | 76% |
| Returns for 1 year | 0.25 | 20.30 | 1% |
| Returns for 3 years | -12.21 | 20.81 | -59% |
| Returns for 5 years | 5.73 | 55.79 | 10% |
| Returns for 10 years | 16.02 | 124.23 | 13% |