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NAESX vs OSCYX
NAESX vs OSCYX Comparison
Open Charts NAESX vs OSCYX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Invesco Main Street Small Cap Y
Price$22.46
Change-$0.59 (-2.56%)
VolumeN/A
Net Assets2.03B
NAESX vs OSCYX Comparison Chart
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NAESX vs. OSCYX 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 OSCYX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. OSCYX (2.03B). NAESX pays higher dividends than OSCYX: NAESX (1.31) vs OSCYX (0.60). NAESX was incepted earlier than OSCYX: NAESX (64 years) vs OSCYX (12 years). OSCYX is a more actively managed with annual turnover of: 42.00 vs. NAESX (12.00). OSCYX has a lower initial minimum investment than NAESX: OSCYX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. OSCYX (6.76). NAESX return over 5 years is better than : 44.30 vs. OSCYX (41.56).
| NAESX | OSCYX | NAESX / OSCYX | |
| 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 | 0.944 | -34% |
| 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 | 0.60 | 219% |
| Returns for 1 year | 11.22 | 6.76 | 166% |
| Returns for 3 years | 18.76 | 16.57 | 113% |
| Returns for 5 years | 44.30 | 41.56 | 107% |
| Returns for 10 years | 105.17 | 75.20 | 140% |
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