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FZAOX vs NAESX
FZAOX vs NAESX Comparison
Open Charts FZAOX vs NAESX
Fidelity Advisor Small Cap Z
Price$36.60
Change-$1.42 (-3.73%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
FZAOX vs NAESX Comparison Chart
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FZAOX vs. NAESX 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 FZAOX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. FZAOX (2.24B). NAESX pays higher dividends than FZAOX: NAESX (1.31) vs FZAOX (0.00). FZAOX was incepted earlier than NAESX: FZAOX (11 years) vs NAESX (64 years). FZAOX is a more actively managed with annual turnover of: 29.00 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 : 19.54 vs. FZAOX (17.06). NAESX return over 5 years is better than : 53.79 vs. FZAOX (37.55).
| FZAOX | NAESX | FZAOX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 64 years | - |
| Gain YTD | 15.633 | 17.994 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 167B | 1% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 17.06 | 19.54 | 87% |
| Returns for 3 years | -1.55 | 15.71 | -10% |
| Returns for 5 years | 37.55 | 53.79 | 70% |
| Returns for 10 years | 33.54 | 124.30 | 27% |
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