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NAESX vs OSCAX
NAESX vs OSCAX Comparison
Open Charts NAESX vs OSCAX
Vanguard Small Cap Index I
Price$120.41
Change-$0.59 (-0.49%)
VolumeN/A
Net Assets155.27B
Invesco Main Street Small Cap A
Price$23.07
Change-$0.13 (-0.56%)
VolumeN/A
Net Assets2.12B
NAESX vs OSCAX Comparison Chart
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NAESX vs. OSCAX commentary
Jan 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. OSCAX (2.12B). 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 : 20.12 vs. OSCAX (12.98). NAESX return over 5 years is better than : 53.16 vs. OSCAX (48.75).
| 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 | 4.568 | 5.198 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 2.12B | 7,311% |
| Annual Yield % from dividends | 1.31 | 0.61 | 216% |
| Returns for 1 year | 20.12 | 12.98 | 155% |
| Returns for 3 years | 24.44 | 21.18 | 115% |
| Returns for 5 years | 53.16 | 48.75 | 109% |
| Returns for 10 years | 124.93 | 85.40 | 146% |
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