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FZAOX vs NAESX
FZAOX vs NAESX Comparison
Open Charts FZAOX vs NAESX
Fidelity Advisor Small Cap Z
Price$31.71
Change-$0.52 (-1.61%)
VolumeN/A
Net Assets1.83B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
FZAOX vs NAESX Comparison Chart
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FZAOX vs. NAESX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FZAOX (1.83B). FZAOX pays higher dividends than NAESX: FZAOX (1.73) vs NAESX (1.35). 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 : 5.19 vs. FZAOX (-7.97). NAESX return over 5 years is better than : 63.19 vs. FZAOX (37.62).
| 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 | -3.116 | -4.390 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 148B | 1% |
| Annual Yield % from dividends | 1.73 | 1.35 | 128% |
| Returns for 1 year | -7.97 | 5.19 | -153% |
| Returns for 3 years | 18.80 | 31.28 | 60% |
| Returns for 5 years | 37.62 | 63.19 | 60% |
| Returns for 10 years | 3.27 | 92.88 | 4% |