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NAESX vs OSCNX
NAESX vs OSCNX Comparison
Open Charts NAESX vs OSCNX
Vanguard Small Cap Index I
Price$122.95
Change+$0.75 (+0.61%)
VolumeN/A
Net Assets161.26B
Invesco Main Street Small Cap R
Price$22.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.24B
NAESX vs OSCNX Comparison Chart in %
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NAESX vs. OSCNX commentary
Oct 03, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. OSCNX (2.24B). NAESX pays higher dividends than OSCNX: NAESX (1.23) 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 : 8.97 vs. OSCNX (1.13). NAESX return over 5 years is better than : 65.19 vs. OSCNX (52.76).
| 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 | 6.352 | 5.409 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 2.24B | 7,200% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 8.97 | 1.13 | 795% |
| Returns for 3 years | 46.69 | 37.96 | 123% |
| Returns for 5 years | 65.19 | 52.76 | 124% |
| Returns for 10 years | 136.04 | 89.89 | 151% |
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