Interact to see
Advertisement
Advertisement
NAESX vs OSCCX
NAESX vs OSCCX Comparison
Open Charts NAESX vs OSCCX
Vanguard Small Cap Index I
Price$119.74
Change+$2.27 (+1.93%)
VolumeN/A
Net Assets154.18B
Invesco Main Street Small Cap C
Price$21.00
Change+$0.45 (+2.19%)
VolumeN/A
Net Assets2.18B
NAESX vs OSCCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. OSCCX commentary
Aug 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. OSCCX (2.18B). NAESX pays higher dividends than OSCCX: NAESX (1.25) 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 : 10.86 vs. OSCCX (2.85). NAESX return over 5 years is better than : 57.04 vs. OSCCX (41.09).
| 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 | 2.172 | 3.163 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 2.18B | 7,071% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 10.86 | 2.85 | 381% |
| Returns for 3 years | 20.62 | 15.61 | 132% |
| Returns for 5 years | 57.04 | 41.09 | 139% |
| Returns for 10 years | 112.55 | 63.35 | 178% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers