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FSOPX vs NAESX
FSOPX vs NAESX Comparison
Open Charts FSOPX vs NAESX
Fidelity Series Small Cap Opps
Price$17.48
Change+$1.80 (+11.48%)
VolumeN/A
Net Assets4.85B
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
FSOPX vs NAESX Comparison Chart in %
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FSOPX vs. NAESX commentary
Feb 04, 2026
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: 162B vs. FSOPX (4.85B). NAESX pays higher dividends than FSOPX: NAESX (1.16) vs FSOPX (0.97). 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 : 18.38 vs. NAESX (10.68). NAESX return over 5 years is better than : 31.77 vs. FSOPX (6.33).
| 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 | 7.337 | 5.519 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 162B | 3% |
| Annual Yield % from dividends | 0.97 | 1.16 | 84% |
| Returns for 1 year | 18.38 | 10.68 | 172% |
| Returns for 3 years | 38.87 | 33.00 | 118% |
| Returns for 5 years | 6.33 | 31.77 | 20% |
| Returns for 10 years | 74.41 | 185.98 | 40% |
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