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FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$12.81
Change+$1.07 (+9.11%)
VolumeN/A
Net Assets4.04B
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
FSOPX vs NAESX Comparison Chart
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FSOPX 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 FSOPX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. FSOPX (4.04B). FSOPX pays higher dividends than NAESX: FSOPX (2.24) vs NAESX (1.39). FSOPX was incepted earlier than NAESX: FSOPX (18 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: 47.00 vs. NAESX (12.00). FSOPX has a lower initial minimum investment than NAESX: FSOPX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -13.70 vs. FSOPX (-20.68). NAESX return over 5 years is better than : 56.35 vs. FSOPX (14.34).
| FSOPX | NAESX | FSOPX / NAESX | |
| Total Expense Ratio | 0.00 | 0.17 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.17 | - |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | -19.754 | -19.296 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.04B | 143B | 3% |
| Annual Yield % from dividends | 2.24 | 1.39 | 161% |
| Returns for 1 year | -20.68 | -13.70 | 151% |
| Returns for 3 years | -7.20 | -5.18 | 139% |
| Returns for 5 years | 14.34 | 56.35 | 25% |
| Returns for 10 years | -8.50 | 63.14 | -13% |
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