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FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$16.83
Change+$0.30 (+1.81%)
VolumeN/A
Net Assets4.8B
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
FSOPX vs NAESX Comparison Chart in %
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FSOPX vs. NAESX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FSOPX (4.8B). NAESX pays higher dividends than FSOPX: NAESX (1.21) vs FSOPX (0.85). FSOPX was incepted earlier than NAESX: FSOPX (19 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: 43.00 vs. NAESX (13.00). FSOPX has a lower initial minimum investment than NAESX: FSOPX (0) vs NAESX (3000). FSOPX annual gain was more profitable for investors over the last year : 3.60 vs. NAESX (-0.86). NAESX return over 5 years is better than : 40.97 vs. FSOPX (15.56).
| FSOPX | NAESX | FSOPX / NAESX | |
| Total Expense Ratio | 0.00 | 0.17 | - |
| Annual Report Gross Expense Ratio | 0.00 | 0.17 | - |
| Fund Existence | 19 years | 65 years | - |
| Gain YTD | 13.866 | 7.092 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 162B | 3% |
| Annual Yield % from dividends | 0.85 | 1.21 | 70% |
| Returns for 1 year | 3.60 | -0.86 | -418% |
| Returns for 3 years | 39.97 | 32.07 | 125% |
| Returns for 5 years | 15.56 | 40.97 | 38% |
| Returns for 10 years | 40.32 | 131.34 | 31% |
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