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FSOPX vs VSMAX
FSOPX vs VSMAX Comparison
Open Charts FSOPX vs VSMAX
Fidelity Series Small Cap Opps
Price$14.60
Change-$0.60 (-3.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
FSOPX vs VSMAX Comparison Chart
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FSOPX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. FSOPX (4.86B). 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 : 19.58 vs. FSOPX (14.44). VSMAX return over 5 years is better than : 53.97 vs. FSOPX (15.50).
| 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 | 11.640 | 18.049 | 64% |
| 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 | 1.42 | 63% |
| Returns for 1 year | 14.44 | 19.58 | 74% |
| Returns for 3 years | 11.46 | 15.80 | 73% |
| Returns for 5 years | 15.50 | 53.97 | 29% |
| Returns for 10 years | 26.13 | 125.00 | 21% |