Ad is loading...
FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$14.60
Change-$0.60 (-3.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
FSOPX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSOPX vs. NAESX commentary
Dec 19, 2024
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: 167B vs. FSOPX (4.86B). 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 : 19.54 vs. FSOPX (14.44). NAESX return over 5 years is better than : 53.79 vs. FSOPX (15.50).
| 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 | 11.640 | 17.994 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.86B | 167B | 3% |
| Annual Yield % from dividends | 0.89 | 1.31 | 68% |
| Returns for 1 year | 14.44 | 19.54 | 74% |
| Returns for 3 years | 11.46 | 15.71 | 73% |
| Returns for 5 years | 15.50 | 53.79 | 29% |
| Returns for 10 years | 26.13 | 124.30 | 21% |
View a ticker or compare two or three
VS
VS
Ad is loading...