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FSCRX vs NAESX
FSCRX vs NAESX Comparison
Open Charts FSCRX vs NAESX
Fidelity Small Cap Discovery
Price$24.20
Change+$0.16 (+0.67%)
VolumeN/A
Net Assets2.28B
Vanguard Small Cap Index I
Price$115.80
Change+$1.09 (+0.95%)
VolumeN/A
Net Assets147.56B
FSCRX vs NAESX Comparison Chart in %
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FSCRX vs. NAESX commentary
Jul 03, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FSCRX (2.28B). NAESX pays higher dividends than FSCRX: NAESX (1.28) vs FSCRX (0.24). 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 : 10.66 vs. FSCRX (-2.16). NAESX return over 5 years is better than : 66.55 vs. FSCRX (27.95).
| 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 | -0.393 | -0.229 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 148B | 2% |
| Annual Yield % from dividends | 0.24 | 1.28 | 19% |
| Returns for 1 year | -2.16 | 10.66 | -20% |
| Returns for 3 years | 5.08 | 35.57 | 14% |
| Returns for 5 years | 27.95 | 66.55 | 42% |
| Returns for 10 years | -16.89 | 104.81 | -16% |
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