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FZAOX vs NAESX
FZAOX vs NAESX Comparison
Open Charts FZAOX vs NAESX
Fidelity Advisor Small Cap Z
Price$34.16
Change+$0.33 (+0.98%)
VolumeN/A
Net Assets1.93B
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
FZAOX vs NAESX Comparison Chart in %
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FZAOX vs. NAESX commentary
Jul 27, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. FZAOX (1.93B). FZAOX pays higher dividends than NAESX: FZAOX (1.64) vs NAESX (1.28). 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 (13.00). 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 : 8.46 vs. FZAOX (-5.63). NAESX return over 5 years is better than : 66.66 vs. FZAOX (39.89).
| 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 | 4.369 | 2.781 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 153B | 1% |
| Annual Yield % from dividends | 1.64 | 1.28 | 128% |
| Returns for 1 year | -5.63 | 8.46 | -67% |
| Returns for 3 years | 20.60 | 34.15 | 60% |
| Returns for 5 years | 39.89 | 66.66 | 60% |
| Returns for 10 years | 14.85 | 114.71 | 13% |