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FZAOX vs NAESX
FZAOX vs NAESX Comparison
Open Charts FZAOX vs NAESX
Fidelity Advisor Small Cap Z
Price$34.24
Change-$0.19 (-0.55%)
VolumeN/A
Net Assets1.94B
Vanguard Small Cap Index I
Price$117.92
Change-$0.23 (-0.19%)
VolumeN/A
Net Assets154.18B
FZAOX vs NAESX Comparison Chart in %
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FZAOX vs. NAESX commentary
Aug 20, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. FZAOX (1.94B). FZAOX pays higher dividends than NAESX: FZAOX (1.61) vs NAESX (1.25). 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 (-4.99). NAESX return over 5 years is better than : 59.17 vs. FZAOX (32.96).
| 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 | 5.194 | 2.563 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 154B | 1% |
| Annual Yield % from dividends | 1.61 | 1.25 | 129% |
| Returns for 1 year | -4.99 | 8.00 | -62% |
| Returns for 3 years | 12.56 | 24.01 | 52% |
| Returns for 5 years | 32.96 | 59.17 | 56% |
| Returns for 10 years | 20.88 | 124.48 | 17% |
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