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NAESX vs OSCNX
NAESX vs OSCNX Comparison
Open Charts NAESX vs OSCNX
Vanguard Small Cap Index I
Price$113.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco Main Street Small Cap R
Price$22.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NAESX vs OSCNX Comparison Chart
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NAESX vs. OSCNX commentary
Sep 20, 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 StrongBuy and OSCNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. OSCNX (2.04B). NAESX pays higher dividends than OSCNX: NAESX (1.31) vs OSCNX (0.62). NAESX was incepted earlier than OSCNX: NAESX (64 years) vs OSCNX (11 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). OSCNX annual gain was more profitable for investors over the last year : 22.01 vs. NAESX (20.72). OSCNX return over 5 years is better than : 55.00 vs. NAESX (51.64).
| NAESX | OSCNX | NAESX / OSCNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 11 years | - |
| Gain YTD | 9.695 | 10.408 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 2.04B | 7,290% |
| Annual Yield % from dividends | 1.31 | 0.62 | 210% |
| Returns for 1 year | 20.72 | 22.01 | 94% |
| Returns for 3 years | 5.63 | 5.87 | 96% |
| Returns for 5 years | 51.64 | 55.00 | 94% |
| Returns for 10 years | 113.34 | 88.33 | 128% |