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NAESX vs OSCAX
NAESX vs OSCAX Comparison
Open Charts NAESX vs OSCAX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
Invesco Main Street Small Cap A
Price$19.68
Change+$1.69 (+9.39%)
VolumeN/A
Net Assets1.59B
NAESX vs OSCAX Comparison Chart
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NAESX vs. OSCAX commentary
Apr 11, 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 Buy and OSCAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. OSCAX (1.6B). NAESX pays higher dividends than OSCAX: NAESX (1.39) 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 (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 : -13.70 vs. OSCAX (-17.21). NAESX (56.35) and OSCAX (54.43) have equivalent 5 years return.
| 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 | -19.296 | -17.966 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.6B | 8,966% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -13.70 | -17.21 | 80% |
| Returns for 3 years | -5.18 | -5.99 | 86% |
| Returns for 5 years | 56.35 | 54.43 | 104% |
| Returns for 10 years | 63.14 | 37.79 | 167% |
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