Interact to see
Advertisement
Advertisement
FZAOX vs NAESX
FZAOX vs NAESX Comparison
Open Charts FZAOX vs NAESX
Fidelity Advisor Small Cap Z
Price$35.29
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets2.02B
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
FZAOX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FZAOX vs. NAESX commentary
Oct 19, 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 FZAOX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. FZAOX (2.02B). FZAOX pays higher dividends than NAESX: FZAOX (1.53) vs NAESX (1.23). FZAOX was incepted earlier than NAESX: FZAOX (12 years) vs NAESX (65 years). FZAOX (0.90) is less costly to investors than NAESX (0.17). FZAOX is a more actively managed with annual turnover of: 40.00 vs. NAESX (13.00). FZAOX has a lower initial minimum investment than NAESX: FZAOX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.92 vs. FZAOX (-8.03). NAESX return over 5 years is better than : 55.28 vs. FZAOX (30.95).
| FZAOX | NAESX | FZAOX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.90 | 0.17 | 529% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | 7.822 | 5.577 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 162B | 1% |
| Annual Yield % from dividends | 1.53 | 1.23 | 125% |
| Returns for 1 year | -8.03 | 4.92 | -163% |
| Returns for 3 years | 27.83 | 41.91 | 66% |
| Returns for 5 years | 30.95 | 55.28 | 56% |
| Returns for 10 years | 23.51 | 130.16 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement