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FSOPX vs VSMAX
FSOPX vs VSMAX Comparison
Open Charts FSOPX vs VSMAX
Fidelity Series Small Cap Opps
Price$12.81
Change+$1.07 (+9.11%)
VolumeN/A
Net Assets4.04B
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
FSOPX vs VSMAX Comparison Chart
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FSOPX vs. VSMAX commentary
Apr 11, 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: 143B vs. FSOPX (4.04B). FSOPX pays higher dividends than VSMAX: FSOPX (2.24) vs VSMAX (1.52). FSOPX was incepted earlier than VSMAX: FSOPX (18 years) vs VSMAX (24 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 (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 : -13.67 vs. FSOPX (-20.68). VSMAX return over 5 years is better than : 56.52 vs. FSOPX (14.34).
| FSOPX | VSMAX | FSOPX / VSMAX | |
| Total Expense Ratio | 0.00 | 0.05 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.05 | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -19.754 | -19.288 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.04B | 143B | 3% |
| Annual Yield % from dividends | 2.24 | 1.52 | 147% |
| Returns for 1 year | -20.68 | -13.67 | 151% |
| Returns for 3 years | -7.20 | -5.11 | 141% |
| Returns for 5 years | 14.34 | 56.52 | 25% |
| Returns for 10 years | -8.50 | 63.59 | -13% |
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