Interact to see
Advertisement
Advertisement
FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$14.05
Change-$0.23 (-1.61%)
VolumeN/A
Net Assets4.07B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
FSOPX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSOPX 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 FSOPX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FSOPX (4.07B). FSOPX pays higher dividends than NAESX: FSOPX (2.17) vs NAESX (1.35). FSOPX was incepted earlier than NAESX: FSOPX (18 years) vs NAESX (65 years). NAESX (0.17) is less costly to investors than FSOPX (0.00). FSOPX is a more actively managed with annual turnover of: 47.00 vs. NAESX (13.00). FSOPX has a lower initial minimum investment than NAESX: FSOPX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. FSOPX (-3.93). NAESX return over 5 years is better than : 63.19 vs. FSOPX (25.02).
| FSOPX | NAESX | FSOPX / NAESX | |
| Total Expense Ratio | 0.00 | 0.17 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.17 | - |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | -3.964 | -4.390 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 148B | 3% |
| Annual Yield % from dividends | 2.17 | 1.35 | 160% |
| Returns for 1 year | -3.93 | 5.19 | -76% |
| Returns for 3 years | 28.49 | 31.28 | 91% |
| Returns for 5 years | 25.02 | 63.19 | 40% |
| Returns for 10 years | 8.48 | 92.88 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement