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FSCRX vs NAESX
FSCRX vs NAESX Comparison
Open Charts FSCRX vs NAESX
Fidelity Small Cap Discovery
Price$24.42
Change+$0.22 (+0.91%)
VolumeN/A
Net Assets2.28B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
FSCRX vs NAESX Comparison Chart in %
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FSCRX vs. NAESX commentary
Jul 06, 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 FSCRX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FSCRX (2.28B). NAESX pays higher dividends than FSCRX: NAESX (1.28) vs FSCRX (0.24). FSCRX was incepted earlier than NAESX: FSCRX (25 years) vs NAESX (65 years). FSCRX (1.03) is less costly to investors than NAESX (0.17). FSCRX is a more actively managed with annual turnover of: 45.00 vs. NAESX (13.00). FSCRX has a lower initial minimum investment than NAESX: FSCRX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. FSCRX (-0.73). NAESX return over 5 years is better than : 69.32 vs. FSCRX (29.98).
| FSCRX | NAESX | FSCRX / NAESX | |
| Total Expense Ratio | 1.03 | 0.17 | 606% |
| Annual Report Gross Expense Ratio | 1.03 | 0.17 | 606% |
| Fund Existence | 25 years | 65 years | - |
| Gain YTD | 1.181 | 1.432 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 148B | 2% |
| Annual Yield % from dividends | 0.24 | 1.28 | 19% |
| Returns for 1 year | -0.73 | 12.22 | -6% |
| Returns for 3 years | 6.74 | 37.83 | 18% |
| Returns for 5 years | 29.98 | 69.32 | 43% |
| Returns for 10 years | -15.29 | 108.83 | -14% |
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