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NAESX vs OSCNX
NAESX vs OSCNX Comparison
Open Charts NAESX vs OSCNX
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
Invesco Main Street Small Cap R
Price$21.33
Change+$0.12 (+0.57%)
VolumeN/A
CapitalizationN/A
NAESX vs OSCNX Comparison Chart
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NAESX vs. OSCNX commentary
Dec 23, 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 Buy and OSCNX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. OSCNX (2.03B). NAESX pays higher dividends than OSCNX: NAESX (1.31) vs OSCNX (0.62). NAESX was incepted earlier than OSCNX: NAESX (64 years) vs OSCNX (12 years). OSCNX is a more actively managed with annual turnover of: 42.00 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 : 14.50 vs. OSCNX (6.76). NAESX return over 5 years is better than : 47.90 vs. OSCNX (38.82).
| NAESX | OSCNX | NAESX / OSCNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 12 years | - |
| Gain YTD | 14.022 | 6.225 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 2.03B | 8,231% |
| Annual Yield % from dividends | 1.31 | 0.62 | 210% |
| Returns for 1 year | 14.50 | 6.76 | 215% |
| Returns for 3 years | 10.57 | 7.20 | 147% |
| Returns for 5 years | 47.90 | 38.82 | 123% |
| Returns for 10 years | 115.27 | 68.83 | 167% |
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