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NAESX vs OSCAX
NAESX vs OSCAX Comparison
Open Charts NAESX vs OSCAX
Vanguard Small Cap Index I
Price$115.90
Change-$0.35 (-0.30%)
VolumeN/A
CapitalizationN/A
Invesco Main Street Small Cap A
Price$22.03
Change+$0.02 (+0.09%)
VolumeN/A
CapitalizationN/A
NAESX vs OSCAX Comparison Chart
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NAESX vs. OSCAX commentary
Dec 24, 2024
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: 167B vs. OSCAX (2.03B). NAESX pays higher dividends than OSCAX: NAESX (1.31) vs OSCAX (0.61). NAESX was incepted earlier than OSCAX: NAESX (64 years) vs OSCAX (12 years). OSCAX is a more actively managed with annual turnover of: 42.00 vs. NAESX (12.00). 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 : 13.91 vs. OSCAX (6.53). NAESX return over 5 years is better than : 48.39 vs. OSCAX (41.05).
| NAESX | OSCAX | NAESX / OSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 12 years | - |
| Gain YTD | 14.071 | 6.786 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 2.03B | 8,231% |
| Annual Yield % from dividends | 1.31 | 0.61 | 216% |
| Returns for 1 year | 13.91 | 6.53 | 213% |
| Returns for 3 years | 9.32 | 6.19 | 150% |
| Returns for 5 years | 48.39 | 41.05 | 118% |
| Returns for 10 years | 113.80 | 72.68 | 157% |
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