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NAESX vs OSCNX
NAESX vs OSCNX Comparison
Open Charts NAESX vs OSCNX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Invesco Main Street Small Cap R
Price$21.44
Change-$0.57 (-2.59%)
VolumeN/A
Net Assets2.03B
NAESX vs OSCNX Comparison Chart
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NAESX vs. OSCNX commentary
Feb 23, 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 Hold and OSCNX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B 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 : 11.22 vs. OSCNX (5.93). NAESX return over 5 years is better than : 44.30 vs. OSCNX (37.23).
| 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 | -0.321 | 0.847 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 2.03B | 7,935% |
| Annual Yield % from dividends | 1.31 | 0.62 | 210% |
| Returns for 1 year | 11.22 | 5.93 | 189% |
| Returns for 3 years | 18.76 | 14.55 | 129% |
| Returns for 5 years | 44.30 | 37.23 | 119% |
| Returns for 10 years | 105.17 | 65.80 | 160% |
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