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FSCRX vs VSMAX ᐉ Comparison: Which is Better to Invest?
FSCRX vs VSMAX Comparison
Open Charts FSCRX vs VSMAX
Fidelity® Small Cap Discovery
Price$24.91
Change+$0.01 (+0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$92.45
Change-$0.13 (-0.14%)
VolumeN/A
CapitalizationN/A
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FSCRX vs VSMAX Comparison Chart
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FSCRX vs. VSMAX commentary
Nov 28, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 111B vs. FSCRX (2.15B). VSMAX pays higher dividends than FSCRX: VSMAX (1.83) vs FSCRX (0.19). FSCRX was incepted earlier than VSMAX: FSCRX (23 years) vs VSMAX (23 years). FSCRX (1.03) is less costly to investors than VSMAX (0.05). FSCRX is a more actively managed with annual turnover of: 27.00 vs. VSMAX (14.00). FSCRX has a lower initial minimum investment than VSMAX: FSCRX (0) vs VSMAX (3000). FSCRX annual gain was more profitable for investors over the last year : 2.53 vs. VSMAX (-0.25). VSMAX return over 5 years is better than : 32.07 vs. FSCRX (1.81).
| FSCRX | VSMAX | FSCRX / VSMAX | |
| Total Expense Ratio | 1.03 | 0.05 | 2,060% |
| Annual Report Gross Expense Ratio | 1.03 | 0.05 | 2,060% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.540 | 5.463 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.15B | 111B | 2% |
| Annual Yield % from dividends | 0.19 | 1.83 | 10% |
| Returns for 1 year | 2.53 | -0.25 | -1,002% |
| Returns for 3 years | 5.01 | 5.38 | 93% |
| Returns for 5 years | 1.81 | 32.07 | 6% |
| Returns for 10 years | -21.51 | 88.82 | -24% |