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FZAOX vs NAESX
FZAOX vs NAESX Comparison
Open Charts FZAOX vs NAESX
Fidelity Advisor Small Cap Z
Price$37.06
Change-$0.64 (-1.70%)
VolumeN/A
Net Assets2.06B
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
FZAOX vs NAESX Comparison Chart in %
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FZAOX vs. NAESX commentary
Dec 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. FZAOX (2.06B). FZAOX pays higher dividends than NAESX: FZAOX (1.47) vs NAESX (1.21). 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). FZAOX annual gain was more profitable for investors over the last year : 13.73 vs. NAESX (7.55). NAESX return over 5 years is better than : 36.08 vs. FZAOX (21.03).
| 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 | 15.185 | 9.616 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 163B | 1% |
| Annual Yield % from dividends | 1.47 | 1.21 | 122% |
| Returns for 1 year | 13.73 | 7.55 | 182% |
| Returns for 3 years | 37.19 | 45.02 | 83% |
| Returns for 5 years | 21.03 | 36.08 | 58% |
| Returns for 10 years | 43.51 | 141.47 | 31% |
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