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FZAOX vs NAESX
FZAOX vs NAESX Comparison
Open Charts FZAOX vs NAESX
Fidelity Advisor Small Cap Z
Price$27.53
Change-$1.19 (-4.14%)
VolumeN/A
Net Assets1.82B
Vanguard Small Cap Index I
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
FZAOX vs NAESX Comparison Chart
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FZAOX vs. NAESX commentary
Apr 07, 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 FZAOX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. FZAOX (1.82B). FZAOX pays higher dividends than NAESX: FZAOX (1.78) vs NAESX (1.39). FZAOX was incepted earlier than NAESX: FZAOX (12 years) vs NAESX (65 years). FZAOX (0.90) is less costly to investors than NAESX (0.17). FZAOX is a more actively managed with annual turnover of: 40.00 vs. NAESX (12.00). FZAOX has a lower initial minimum investment than NAESX: FZAOX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -9.21 vs. FZAOX (-19.11). NAESX return over 5 years is better than : 91.51 vs. FZAOX (56.41).
| FZAOX | NAESX | FZAOX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.90 | 0.17 | 529% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | -15.888 | -16.384 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 153B | 1% |
| Annual Yield % from dividends | 1.78 | 1.39 | 128% |
| Returns for 1 year | -19.11 | -9.21 | 207% |
| Returns for 3 years | -14.01 | -3.54 | 395% |
| Returns for 5 years | 56.41 | 91.51 | 62% |
| Returns for 10 years | -7.96 | 70.29 | -11% |
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