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FZAOX vs NAESX
FZAOX vs NAESX Comparison
Open Charts FZAOX vs NAESX
Fidelity Advisor Small Cap Z
Price$38.16
Change-$0.54 (-1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
FZAOX vs NAESX Comparison Chart
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FZAOX vs. NAESX commentary
Nov 18, 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 StrongSell and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. FZAOX (2.07B). 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 (30.24) and FZAOX (30.02) have marching annual gain over last year. NAESX return over 5 years is better than : 55.43 vs. FZAOX (42.49).
| 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 | 16.058 | 15.758 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 151B | 1% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 30.02 | 30.24 | 99% |
| Returns for 3 years | -9.25 | 4.66 | -198% |
| Returns for 5 years | 42.49 | 55.43 | 77% |
| Returns for 10 years | 20.15 | 122.58 | 16% |
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