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FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$15.32
Change-$0.10 (-0.65%)
VolumeN/A
Net Assets4.37B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
FSOPX vs NAESX Comparison Chart in %
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FSOPX vs. NAESX commentary
Aug 17, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. FSOPX (4.37B). FSOPX pays higher dividends than NAESX: FSOPX (2.02) vs NAESX (1.25). 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 : 9.15 vs. FSOPX (0.07). NAESX return over 5 years is better than : 57.53 vs. FSOPX (22.65).
| 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 | 4.716 | 2.494 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.37B | 154B | 3% |
| Annual Yield % from dividends | 2.02 | 1.25 | 161% |
| Returns for 1 year | 0.07 | 9.15 | 1% |
| Returns for 3 years | 19.65 | 20.39 | 96% |
| Returns for 5 years | 22.65 | 57.53 | 39% |
| Returns for 10 years | 20.62 | 112.59 | 18% |
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