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FSCRX vs NAESX
FSCRX vs NAESX Comparison
Open Charts FSCRX vs NAESX
Fidelity Small Cap Discovery
Price$24.75
Change-$0.18 (-0.72%)
VolumeN/A
Net Assets2.32B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
FSCRX vs NAESX Comparison Chart in %
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FSCRX vs. NAESX commentary
Aug 16, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. FSCRX (2.32B). NAESX pays higher dividends than FSCRX: NAESX (1.25) vs FSCRX (0.23). FSCRX was incepted earlier than NAESX: FSCRX (25 years) vs NAESX (65 years). FSCRX (0.91) is less costly to investors than NAESX (0.17). FSCRX is a more actively managed with annual turnover of: 67.00 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 : 9.55 vs. FSCRX (-2.46). NAESX return over 5 years is better than : 58.12 vs. FSCRX (20.50).
| FSCRX | NAESX | FSCRX / NAESX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 0.91 | 0.17 | 535% |
| Fund Existence | 25 years | 65 years | - |
| Gain YTD | 3.294 | 2.876 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 154B | 2% |
| Annual Yield % from dividends | 0.23 | 1.25 | 19% |
| Returns for 1 year | -2.46 | 9.55 | -26% |
| Returns for 3 years | -3.08 | 20.84 | -15% |
| Returns for 5 years | 20.50 | 58.12 | 35% |
| Returns for 10 years | -13.64 | 113.38 | -12% |
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