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FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$15.71
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets4.61B
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
FSOPX vs NAESX Comparison Chart in %
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FSOPX vs. NAESX commentary
Oct 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: 162B vs. FSOPX (4.61B). NAESX pays higher dividends than FSOPX: NAESX (1.23) vs FSOPX (0.90). FSOPX was incepted earlier than NAESX: FSOPX (19 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: 43.00 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 : 4.94 vs. FSOPX (1.11). NAESX return over 5 years is better than : 55.32 vs. FSOPX (19.89).
| FSOPX | NAESX | FSOPX / NAESX | |
| Total Expense Ratio | 0.00 | 0.17 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.17 | - |
| Fund Existence | 19 years | 65 years | - |
| Gain YTD | 7.491 | 5.604 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.61B | 162B | 3% |
| Annual Yield % from dividends | 0.90 | 1.23 | 74% |
| Returns for 1 year | 1.11 | 4.94 | 23% |
| Returns for 3 years | 42.51 | 41.95 | 101% |
| Returns for 5 years | 19.89 | 55.32 | 36% |
| Returns for 10 years | 37.53 | 130.22 | 29% |
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