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FZAOX vs NAESX
FZAOX vs NAESX Comparison
Open Charts FZAOX vs NAESX
Fidelity Advisor Small Cap Z
Price$30.93
Change-$0.88 (-2.77%)
VolumeN/A
Net Assets1.76B
Vanguard Small Cap Index I
Price$108.66
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
FZAOX vs NAESX Comparison Chart
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FZAOX vs. NAESX commentary
May 23, 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: 140B vs. FZAOX (1.76B). FZAOX pays higher dividends than NAESX: FZAOX (1.80) vs NAESX (1.43). 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 : 3.90 vs. FZAOX (-9.03). NAESX return over 5 years is better than : 72.06 vs. FZAOX (40.33).
| 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 | -2.811 | -2.877 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 140B | 1% |
| Annual Yield % from dividends | 1.80 | 1.43 | 126% |
| Returns for 1 year | -9.03 | 3.90 | -232% |
| Returns for 3 years | 13.64 | 27.11 | 50% |
| Returns for 5 years | 40.33 | 72.06 | 56% |
| Returns for 10 years | 4.77 | 96.13 | 5% |
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