FSOPX
Price
$15.06
Change
+$0.11 (+0.74%)
Updated
Jul 3 closing price
Net Assets
4.34B
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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FSOPX vs NAESX

Header iconFSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESXBanner chart's image
Fidelity Series Small Cap Opps
Price$15.06
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets4.34B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
FSOPX vs NAESX Comparison Chart in %
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FSOPX vs. NAESX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FSOPX (4.34B). FSOPX pays higher dividends than NAESX: FSOPX (2.06) vs NAESX (1.28). 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 : 12.22 vs. FSOPX (3.47). NAESX return over 5 years is better than : 69.32 vs. FSOPX (30.93).
FSOPXNAESXFSOPX / NAESX
Total Expense Ratio0.000.17-
Annual Report Gross Expense Ratio0.000.17-
Fund Existence18 years65 years-
Gain YTD2.9391.432205%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.34B148B3%
Annual Yield % from dividends2.061.28161%
Returns for 1 year3.4712.2228%
Returns for 3 years37.4837.8399%
Returns for 5 years30.9369.3245%
Returns for 10 years17.89108.8316%
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