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FSCRX vs NAESX
FSCRX vs NAESX Comparison
Open Charts FSCRX vs NAESX
Fidelity Small Cap Discovery
Price$25.24
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets2.23B
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
FSCRX vs NAESX Comparison Chart
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FSCRX vs. NAESX commentary
Jan 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. FSCRX (2.23B). NAESX pays higher dividends than FSCRX: NAESX (1.31) vs FSCRX (0.10). FSCRX was incepted earlier than NAESX: FSCRX (24 years) vs NAESX (64 years). FSCRX is a more actively managed with annual turnover of: 27.00 vs. NAESX (12.00). 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 : 21.23 vs. FSCRX (-2.48). NAESX return over 5 years is better than : 48.81 vs. FSCRX (8.34).
| FSCRX | NAESX | FSCRX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 64 years | - |
| Gain YTD | 4.557 | 3.370 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 155B | 1% |
| Annual Yield % from dividends | 0.10 | 1.31 | 7% |
| Returns for 1 year | -2.48 | 21.23 | -12% |
| Returns for 3 years | -14.32 | 17.16 | -83% |
| Returns for 5 years | 8.34 | 48.81 | 17% |
| Returns for 10 years | -10.94 | 126.44 | -9% |