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FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$14.15
Change+$0.08 (+0.57%)
VolumeN/A
Net Assets4.07B
Vanguard Small Cap Index I
Price$110.83
Change+$0.56 (+0.51%)
VolumeN/A
Net Assets147.56B
FSOPX vs NAESX Comparison Chart in %
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FSOPX vs. NAESX commentary
Jun 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FSOPX (4.07B). FSOPX pays higher dividends than NAESX: FSOPX (2.17) vs NAESX (1.35). 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 : 5.84 vs. FSOPX (-3.14). NAESX return over 5 years is better than : 60.15 vs. FSOPX (22.53).
| 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 | -3.828 | -4.155 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 148B | 3% |
| Annual Yield % from dividends | 2.17 | 1.35 | 160% |
| Returns for 1 year | -3.14 | 5.84 | -54% |
| Returns for 3 years | 33.46 | 34.88 | 96% |
| Returns for 5 years | 22.53 | 60.15 | 37% |
| Returns for 10 years | 7.79 | 91.64 | 9% |