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NAESX vs OSCAX
NAESX vs OSCAX Comparison
Open Charts NAESX vs OSCAX
Vanguard Small Cap Index I
Price$113.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco Main Street Small Cap A
Price$23.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NAESX vs OSCAX Comparison Chart
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NAESX vs. OSCAX commentary
Sep 21, 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 StrongBuy and OSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. OSCAX (2.04B). NAESX pays higher dividends than OSCAX: NAESX (1.31) vs OSCAX (0.61). NAESX was incepted earlier than OSCAX: NAESX (64 years) vs OSCAX (11 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). OSCAX annual gain was more profitable for investors over the last year : 22.24 vs. NAESX (20.72). OSCAX return over 5 years is better than : 57.35 vs. NAESX (51.64).
| NAESX | OSCAX | NAESX / OSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 11 years | - |
| Gain YTD | 9.695 | 10.567 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 2.04B | 7,290% |
| Annual Yield % from dividends | 1.31 | 0.61 | 216% |
| Returns for 1 year | 20.72 | 22.24 | 93% |
| Returns for 3 years | 5.63 | 6.79 | 83% |
| Returns for 5 years | 51.64 | 57.35 | 90% |
| Returns for 10 years | 113.34 | 93.47 | 121% |
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