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NAESX vs OSCCX
NAESX vs OSCCX Comparison
Open Charts NAESX vs OSCCX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Invesco Main Street Small Cap C
Price$17.58
Change+$0.15 (+0.86%)
VolumeN/A
Net Assets1.74B
NAESX vs OSCCX Comparison Chart
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NAESX vs. OSCCX commentary
Apr 18, 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 OSCCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. OSCCX (1.74B). NAESX pays higher dividends than OSCCX: NAESX (1.39) vs OSCCX (0.00). NAESX was incepted earlier than OSCCX: NAESX (65 years) vs OSCCX (12 years). OSCCX (1.83) is less costly to investors than NAESX (0.17). OSCCX is a more actively managed with annual turnover of: 41.00 vs. NAESX (12.00). OSCCX has a lower initial minimum investment than NAESX: OSCCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -2.42 vs. OSCCX (-7.62). NAESX return over 5 years is better than : 66.71 vs. OSCCX (60.79).
| NAESX | OSCCX | NAESX / OSCCX | |
| Total Expense Ratio | 0.17 | 1.83 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.83 | 9% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | -14.464 | -11.747 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.74B | 8,233% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -2.42 | -7.62 | 32% |
| Returns for 3 years | 0.49 | -1.81 | -27% |
| Returns for 5 years | 66.71 | 60.79 | 110% |
| Returns for 10 years | 73.20 | 37.57 | 195% |
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