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FZAOX vs NAESX
FZAOX vs NAESX Comparison
Open Charts FZAOX vs NAESX
Fidelity Advisor Small Cap Z
Price$35.48
Change+$0.40 (+1.14%)
VolumeN/A
Net Assets2.01B
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
FZAOX vs NAESX Comparison Chart in %
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FZAOX vs. NAESX commentary
Sep 28, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. FZAOX (2.01B). FZAOX pays higher dividends than NAESX: FZAOX (1.55) vs NAESX (1.20). 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 : 8.00 vs. FZAOX (-5.95). NAESX return over 5 years is better than : 71.48 vs. FZAOX (42.85).
| 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 | 7.180 | 6.199 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 161B | 1% |
| Annual Yield % from dividends | 1.55 | 1.20 | 129% |
| Returns for 1 year | -5.95 | 8.00 | -74% |
| Returns for 3 years | 34.85 | 50.66 | 69% |
| Returns for 5 years | 42.85 | 71.48 | 60% |
| Returns for 10 years | 29.37 | 148.14 | 20% |
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