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FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$15.90
Change+$0.29 (+1.86%)
VolumeN/A
Net Assets4.58B
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
FSOPX vs NAESX Comparison Chart in %
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FSOPX vs. NAESX commentary
Sep 08, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. FSOPX (4.58B). FSOPX pays higher dividends than NAESX: FSOPX (1.93) vs NAESX (1.20). 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 : 13.62 vs. FSOPX (4.65). NAESX return over 5 years is better than : 66.60 vs. FSOPX (31.40).
| 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 | 9.228 | 6.494 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 161B | 3% |
| Annual Yield % from dividends | 1.93 | 1.20 | 161% |
| Returns for 1 year | 4.65 | 13.62 | 34% |
| Returns for 3 years | 38.26 | 39.23 | 98% |
| Returns for 5 years | 31.40 | 66.60 | 47% |
| Returns for 10 years | 31.49 | 132.36 | 24% |
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