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NAESX vs OSCCX
NAESX vs OSCCX Comparison
Open Charts NAESX vs OSCCX
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
Invesco Main Street Small Cap C
Price$19.07
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.92B
NAESX vs OSCCX Comparison Chart
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NAESX vs. OSCCX commentary
May 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 OSCCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. OSCCX (1.92B). NAESX pays higher dividends than OSCCX: NAESX (1.43) 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 (13.00). 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 : 0.34 vs. OSCCX (-3.54). NAESX return over 5 years is better than : 67.63 vs. OSCCX (58.20).
| 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 | -6.997 | -4.267 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.92B | 7,292% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 0.34 | -3.54 | -10% |
| Returns for 3 years | 22.70 | 19.79 | 115% |
| Returns for 5 years | 67.63 | 58.20 | 116% |
| Returns for 10 years | 91.04 | 50.63 | 180% |