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FSOPX vs VSMAX
FSOPX vs VSMAX Comparison
Open Charts FSOPX vs VSMAX
Fidelity Series Small Cap Opps
Price$15.12
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets4.27B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
FSOPX vs VSMAX Comparison Chart
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FSOPX vs. VSMAX commentary
Jan 18, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. FSOPX (4.27B). VSMAX pays higher dividends than FSOPX: VSMAX (1.42) vs FSOPX (0.89). FSOPX was incepted earlier than VSMAX: FSOPX (18 years) vs VSMAX (24 years). FSOPX is a more actively managed with annual turnover of: 34.00 vs. VSMAX (12.00). FSOPX has a lower initial minimum investment than VSMAX: FSOPX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 21.26 vs. FSOPX (14.34). VSMAX return over 5 years is better than : 48.99 vs. FSOPX (12.32).
| FSOPX | VSMAX | FSOPX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 3.349 | 3.369 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 155B | 3% |
| Annual Yield % from dividends | 0.89 | 1.42 | 63% |
| Returns for 1 year | 14.34 | 21.26 | 67% |
| Returns for 3 years | 13.50 | 17.25 | 78% |
| Returns for 5 years | 12.32 | 48.99 | 25% |
| Returns for 10 years | 27.83 | 127.10 | 22% |