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Compare trend and price FSCRX vs NAESX
FSCRX vs NAESX Comparison
Open Charts FSCRX vs NAESX
Fidelity® Small Cap Discovery
Price$25.58
Change+$0.65 (+2.61%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$95.71
Change+$2.59 (+2.78%)
VolumeN/A
CapitalizationN/A
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FSCRX vs NAESX Comparison Chart
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FSCRX vs. NAESX commentary
Dec 02, 2023
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: 111B vs. FSCRX (2.34B). NAESX pays higher dividends than FSCRX: NAESX (1.69) vs FSCRX (0.19). FSCRX was incepted earlier than NAESX: FSCRX (23 years) vs NAESX (63 years). FSCRX (1.03) is less costly to investors than NAESX (0.17). FSCRX is a more actively managed with annual turnover of: 27.00 vs. NAESX (14.00). FSCRX has a lower initial minimum investment than NAESX: FSCRX (0) vs NAESX (3000). FSCRX annual gain was more profitable for investors over the last year : 3.97 vs. NAESX (2.30). NAESX return over 5 years is better than : 35.95 vs. FSCRX (3.88).
| FSCRX | NAESX | FSCRX / NAESX | |
| Total Expense Ratio | 1.03 | 0.17 | 606% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 23 years | 63 years | - |
| Gain YTD | 11.460 | 9.167 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.34B | 111B | 2% |
| Annual Yield % from dividends | 0.19 | 1.69 | 11% |
| Returns for 1 year | 3.97 | 2.30 | 173% |
| Returns for 3 years | 8.47 | 9.66 | 88% |
| Returns for 5 years | 3.88 | 35.95 | 11% |
| Returns for 10 years | -18.31 | 96.84 | -19% |
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