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FZAOX vs NAESX
FZAOX vs NAESX Comparison
Open Charts FZAOX vs NAESX
Fidelity Advisor Small Cap Z
Price$37.30
Change+$0.58 (+1.58%)
VolumeN/A
Net Assets2.06B
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
FZAOX vs NAESX Comparison Chart in %
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FZAOX vs. NAESX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B 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). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. FZAOX (-6.54). NAESX return over 5 years is better than : 40.97 vs. FZAOX (25.18).
| 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 | 12.405 | 7.092 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 162B | 1% |
| Annual Yield % from dividends | 1.47 | 1.21 | 122% |
| Returns for 1 year | -6.54 | -0.86 | 759% |
| Returns for 3 years | 21.44 | 32.07 | 67% |
| Returns for 5 years | 25.18 | 40.97 | 61% |
| Returns for 10 years | 27.49 | 131.34 | 21% |
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