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FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$15.76
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets4.6B
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
FSOPX vs NAESX Comparison Chart in %
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FSOPX vs. NAESX commentary
Nov 20, 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 FSOPX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FSOPX (4.6B). NAESX pays higher dividends than FSOPX: NAESX (1.22) vs FSOPX (0.89). FSOPX was incepted earlier than NAESX: FSOPX (19 years) vs NAESX (65 years). NAESX (0.17) is less costly to investors than FSOPX (0.00). FSOPX is a more actively managed with annual turnover of: 43.00 vs. NAESX (13.00). FSOPX has a lower initial minimum investment than NAESX: FSOPX (0) vs NAESX (3000). FSOPX annual gain was more profitable for investors over the last year : 2.82 vs. NAESX (-0.55). NAESX return over 5 years is better than : 39.03 vs. FSOPX (12.70).
| FSOPX | NAESX | FSOPX / NAESX | |
| Total Expense Ratio | 0.00 | 0.17 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.17 | - |
| Fund Existence | 19 years | 65 years | - |
| Gain YTD | 7.765 | 2.218 | 350% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 162B | 3% |
| Annual Yield % from dividends | 0.89 | 1.22 | 73% |
| Returns for 1 year | 2.82 | -0.55 | -514% |
| Returns for 3 years | 35.65 | 29.75 | 120% |
| Returns for 5 years | 12.70 | 39.03 | 33% |
| Returns for 10 years | 34.38 | 121.66 | 28% |
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