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FSCRX vs NAESX
FSCRX vs NAESX Comparison
Open Charts FSCRX vs NAESX
Fidelity Small Cap Discovery
Price$21.11
Change-$0.81 (-3.70%)
VolumeN/A
Net Assets2.08B
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
FSCRX vs NAESX Comparison Chart
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FSCRX vs. NAESX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. FSCRX (2.08B). NAESX pays higher dividends than FSCRX: NAESX (1.39) 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 (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 : -3.54 vs. FSCRX (-20.52). NAESX return over 5 years is better than : 71.00 vs. FSCRX (37.17).
| 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 | -9.196 | -11.734 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 143B | 1% |
| Annual Yield % from dividends | 0.22 | 1.39 | 16% |
| Returns for 1 year | -20.52 | -3.54 | 580% |
| Returns for 3 years | -20.97 | 4.24 | -495% |
| Returns for 5 years | 37.17 | 71.00 | 52% |
| Returns for 10 years | -28.27 | 78.67 | -36% |
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