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NAESX vs OSCAX
NAESX vs OSCAX Comparison
Open Charts NAESX vs OSCAX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Invesco Main Street Small Cap A
Price$22.13
Change-$0.58 (-2.55%)
VolumeN/A
Net Assets2.03B
NAESX vs OSCAX Comparison Chart
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NAESX vs. OSCAX commentary
Feb 23, 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: 161B 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 : 11.22 vs. OSCAX (6.39). NAESX return over 5 years is better than : 44.30 vs. OSCAX (39.57).
| 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 | -0.321 | 0.912 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 2.03B | 7,935% |
| Annual Yield % from dividends | 1.31 | 0.61 | 216% |
| Returns for 1 year | 11.22 | 6.39 | 176% |
| Returns for 3 years | 18.76 | 15.64 | 120% |
| Returns for 5 years | 44.30 | 39.57 | 112% |
| Returns for 10 years | 105.17 | 70.67 | 149% |
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