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FDSCX vs NAESX
FDSCX vs NAESX Comparison
Open Charts FDSCX vs NAESX
Fidelity Stock Selector Small Cap
Price$35.58
Change-$0.59 (-1.63%)
VolumeN/A
Net Assets4.79B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
FDSCX vs NAESX Comparison Chart
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FDSCX vs. NAESX commentary
Jun 14, 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 FDSCX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FDSCX (4.79B). NAESX pays higher dividends than FDSCX: NAESX (1.35) vs FDSCX (0.79). FDSCX was incepted earlier than NAESX: FDSCX (32 years) vs NAESX (65 years). FDSCX (0.89) is less costly to investors than NAESX (0.17). FDSCX is a more actively managed with annual turnover of: 36.00 vs. NAESX (13.00). FDSCX has a lower initial minimum investment than NAESX: FDSCX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. FDSCX (1.60). FDSCX (65.02) and NAESX (63.19) have equivalent 5 years return.
| FDSCX | NAESX | FDSCX / NAESX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 32 years | 65 years | - |
| Gain YTD | -2.977 | -4.390 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 148B | 3% |
| Annual Yield % from dividends | 0.79 | 1.35 | 59% |
| Returns for 1 year | 1.60 | 5.19 | 31% |
| Returns for 3 years | 39.44 | 31.28 | 126% |
| Returns for 5 years | 65.02 | 63.19 | 103% |
| Returns for 10 years | 37.92 | 92.88 | 41% |
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