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NAESX vs OSCNX
NAESX vs OSCNX Comparison
Open Charts NAESX vs OSCNX
Vanguard Small Cap Index I
Price$115.62
Change+$1.76 (+1.55%)
VolumeN/A
Net Assets153.28B
Invesco Main Street Small Cap R
Price$21.10
Change-$0.34 (-1.59%)
VolumeN/A
Net Assets2.02B
NAESX vs OSCNX Comparison Chart in %
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NAESX vs. OSCNX commentary
Aug 05, 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: 153B vs. OSCNX (2.02B). NAESX pays higher dividends than OSCNX: NAESX (1.25) 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 (13.00). 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 : 4.61 vs. OSCNX (-3.08). NAESX return over 5 years is better than : 58.27 vs. OSCNX (48.35).
| 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 | -0.968 | -0.753 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 2.02B | 7,559% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 4.61 | -3.08 | -150% |
| Returns for 3 years | 24.06 | 18.32 | 131% |
| Returns for 5 years | 58.27 | 48.35 | 121% |
| Returns for 10 years | 105.16 | 65.71 | 160% |
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