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FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$13.39
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets3.96B
Vanguard Small Cap Index I
Price$105.37
Change+$0.38 (+0.36%)
VolumeN/A
Net Assets139.54B
FSOPX vs NAESX Comparison Chart
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FSOPX vs. NAESX commentary
May 09, 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: 140B vs. FSOPX (3.96B). FSOPX pays higher dividends than NAESX: FSOPX (2.26) vs NAESX (1.43). 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 (13.00). 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 : -0.80 vs. FSOPX (-9.61). NAESX return over 5 years is better than : 64.48 vs. FSOPX (23.33).
| 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 | -8.681 | -8.744 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 140B | 3% |
| Annual Yield % from dividends | 2.26 | 1.43 | 158% |
| Returns for 1 year | -9.61 | -0.80 | 1,204% |
| Returns for 3 years | 13.06 | 14.78 | 88% |
| Returns for 5 years | 23.33 | 64.48 | 36% |
| Returns for 10 years | 4.96 | 87.13 | 6% |
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