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NAESX vs OSCAX
NAESX vs OSCAX Comparison
Open Charts NAESX vs OSCAX
Vanguard Small Cap Index I
Price$115.36
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
Invesco Main Street Small Cap A
Price$21.92
Change-$0.13 (-0.59%)
VolumeN/A
Net Assets2.1B
NAESX vs OSCAX Comparison Chart in %
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NAESX vs. OSCAX commentary
Aug 08, 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 NAESX is a Hold and OSCAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. OSCAX (2.1B). NAESX pays higher dividends than OSCAX: NAESX (1.25) vs OSCAX (0.00). NAESX was incepted earlier than OSCAX: NAESX (65 years) vs OSCAX (12 years). OSCAX (1.08) is less costly to investors than NAESX (0.17). OSCAX is a more actively managed with annual turnover of: 41.00 vs. NAESX (13.00). OSCAX has a lower initial minimum investment than NAESX: OSCAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 11.53 vs. OSCAX (4.06). NAESX return over 5 years is better than : 55.08 vs. OSCAX (44.21).
| NAESX | OSCAX | NAESX / OSCAX | |
| Total Expense Ratio | 0.17 | 1.08 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.08 | 16% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | 0.632 | 0.547 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 2.1B | 7,330% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 11.53 | 4.06 | 284% |
| Returns for 3 years | 24.14 | 19.37 | 125% |
| Returns for 5 years | 55.08 | 44.21 | 125% |
| Returns for 10 years | 111.04 | 74.03 | 150% |
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