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NAESX vs OSCCX
NAESX vs OSCCX Comparison
Open Charts NAESX vs OSCCX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Invesco Main Street Small Cap C
Price$21.24
Change+$0.23 (+1.09%)
VolumeN/A
Net Assets2.25B
NAESX vs OSCCX Comparison Chart in %
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NAESX vs. OSCCX commentary
Sep 08, 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 OSCCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. OSCCX (2.25B). NAESX pays higher dividends than OSCCX: NAESX (1.20) 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 : 13.62 vs. OSCCX (5.35). NAESX return over 5 years is better than : 66.60 vs. OSCCX (50.09).
| 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 | 6.494 | 6.827 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 2.25B | 7,143% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 13.62 | 5.35 | 255% |
| Returns for 3 years | 39.23 | 32.43 | 121% |
| Returns for 5 years | 66.60 | 50.09 | 133% |
| Returns for 10 years | 132.36 | 77.85 | 170% |
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