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NAESX vs OSCCX
NAESX vs OSCCX Comparison
Open Charts NAESX vs OSCCX
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
Invesco Main Street Small Cap C
Price$20.80
Change-$0.26 (-1.23%)
VolumeN/A
CapitalizationN/A
NAESX vs OSCCX Comparison Chart
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NAESX vs. OSCCX commentary
Dec 18, 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 Hold and OSCCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. OSCCX (2.12B). NAESX pays higher dividends than OSCCX: NAESX (1.31) vs OSCCX (0.66). NAESX was incepted earlier than OSCCX: NAESX (64 years) vs OSCCX (12 years). OSCCX is a more actively managed with annual turnover of: 42.00 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 : 19.54 vs. OSCCX (11.71). NAESX return over 5 years is better than : 53.79 vs. OSCCX (40.51).
| NAESX | OSCCX | NAESX / OSCCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 12 years | - |
| Gain YTD | 17.994 | 9.589 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 2.12B | 7,863% |
| Annual Yield % from dividends | 1.31 | 0.66 | 198% |
| Returns for 1 year | 19.54 | 11.71 | 167% |
| Returns for 3 years | 15.71 | 10.65 | 148% |
| Returns for 5 years | 53.79 | 40.51 | 133% |
| Returns for 10 years | 124.30 | 67.05 | 185% |
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