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FSOPX vs VSMAX
FSOPX vs VSMAX Comparison
Open Charts FSOPX vs VSMAX
Fidelity Series Small Cap Opps
Price$13.39
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets3.96B
Vanguard Small Cap Index Admiral Shares
Price$105.39
Change+$0.38 (+0.36%)
VolumeN/A
Net Assets139.54B
FSOPX vs VSMAX Comparison Chart
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FSOPX vs. VSMAX commentary
May 09, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. FSOPX (3.96B). FSOPX pays higher dividends than VSMAX: FSOPX (2.26) vs VSMAX (1.56). FSOPX was incepted earlier than VSMAX: FSOPX (18 years) vs VSMAX (25 years). VSMAX (0.05) is less costly to investors than FSOPX (0.00). FSOPX is a more actively managed with annual turnover of: 47.00 vs. VSMAX (13.00). 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 : -0.77 vs. FSOPX (-9.61). VSMAX return over 5 years is better than : 64.66 vs. FSOPX (23.33).
| FSOPX | VSMAX | FSOPX / VSMAX | |
| Total Expense Ratio | 0.00 | 0.05 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.05 | - |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -8.681 | -8.727 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 140B | 3% |
| Annual Yield % from dividends | 2.26 | 1.56 | 145% |
| Returns for 1 year | -9.61 | -0.77 | 1,249% |
| Returns for 3 years | 13.06 | 14.88 | 88% |
| Returns for 5 years | 23.33 | 64.66 | 36% |
| Returns for 10 years | 4.96 | 87.63 | 6% |
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