Ad is loading...
FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$14.43
Change-$0.39 (-2.63%)
VolumeN/A
Net Assets4.64B
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
FSOPX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSOPX vs. NAESX commentary
Feb 23, 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: 161B vs. FSOPX (4.64B). NAESX pays higher dividends than FSOPX: NAESX (1.31) vs FSOPX (0.89). FSOPX was incepted earlier than NAESX: FSOPX (18 years) vs NAESX (64 years). FSOPX is a more actively managed with annual turnover of: 34.00 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 : 11.22 vs. FSOPX (2.66). NAESX return over 5 years is better than : 44.30 vs. FSOPX (8.10).
| FSOPX | NAESX | FSOPX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 64 years | - |
| Gain YTD | -1.367 | -0.321 | 425% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.64B | 161B | 3% |
| Annual Yield % from dividends | 0.89 | 1.31 | 68% |
| Returns for 1 year | 2.66 | 11.22 | 24% |
| Returns for 3 years | 14.24 | 18.76 | 76% |
| Returns for 5 years | 8.10 | 44.30 | 18% |
| Returns for 10 years | 15.39 | 105.17 | 15% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers