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NAESX vs OSCNX
NAESX vs OSCNX Comparison
Open Charts NAESX vs OSCNX
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
Invesco Main Street Small Cap R
Price$18.54
Change+$0.30 (+1.64%)
VolumeN/A
Net Assets1.67B
NAESX vs OSCNX Comparison Chart
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NAESX vs. OSCNX commentary
Apr 12, 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 OSCNX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. OSCNX (1.67B). NAESX pays higher dividends than OSCNX: NAESX (1.39) vs OSCNX (0.00). NAESX was incepted earlier than OSCNX: NAESX (65 years) vs OSCNX (12 years). OSCNX (1.33) is less costly to investors than NAESX (0.17). OSCNX is a more actively managed with annual turnover of: 41.00 vs. NAESX (12.00). OSCNX has a lower initial minimum investment than NAESX: OSCNX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -7.81 vs. OSCNX (-11.97). NAESX return over 5 years is better than : 63.69 vs. OSCNX (59.10).
| NAESX | OSCNX | NAESX / OSCNX | |
| Total Expense Ratio | 0.17 | 1.33 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.33 | 13% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | -15.507 | -14.205 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.67B | 8,589% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -7.81 | -11.97 | 65% |
| Returns for 3 years | -0.30 | -2.03 | 15% |
| Returns for 5 years | 63.69 | 59.10 | 108% |
| Returns for 10 years | 70.97 | 40.30 | 176% |
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