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FSCRX vs NAESX
FSCRX vs NAESX Comparison
Open Charts FSCRX vs NAESX
Fidelity Small Cap Discovery
Price$23.04
Change+$0.30 (+1.32%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
FSCRX vs NAESX Comparison Chart
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FSCRX vs. NAESX commentary
May 09, 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 FSCRX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. FSCRX (2.1B). NAESX pays higher dividends than FSCRX: NAESX (1.43) vs FSCRX (0.22). FSCRX was incepted earlier than NAESX: FSCRX (25 years) vs NAESX (65 years). FSCRX (1.03) is less costly to investors than NAESX (0.17). FSCRX is a more actively managed with annual turnover of: 45.00 vs. NAESX (13.00). FSCRX has a lower initial minimum investment than NAESX: FSCRX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.09 vs. FSCRX (-16.79). NAESX return over 5 years is better than : 65.08 vs. FSCRX (33.84).
| FSCRX | NAESX | FSCRX / NAESX | |
| Total Expense Ratio | 1.03 | 0.17 | 606% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 25 years | 65 years | - |
| Gain YTD | -5.800 | -8.414 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 140B | 2% |
| Annual Yield % from dividends | 0.22 | 1.43 | 16% |
| Returns for 1 year | -16.79 | -0.09 | 18,424% |
| Returns for 3 years | -12.86 | 20.27 | -63% |
| Returns for 5 years | 33.84 | 65.08 | 52% |
| Returns for 10 years | -25.75 | 87.81 | -29% |
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