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NAESX vs OSCYX
NAESX vs OSCYX Comparison
Open Charts NAESX vs OSCYX
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
Invesco Main Street Small Cap Y
Price$22.31
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets2.1B
NAESX vs OSCYX Comparison Chart in %
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NAESX vs. OSCYX commentary
Aug 08, 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: 154B vs. OSCYX (2.1B). NAESX pays higher dividends than OSCYX: NAESX (1.25) vs OSCYX (0.12). NAESX was incepted earlier than OSCYX: NAESX (65 years) vs OSCYX (12 years). OSCYX (0.83) is less costly to investors than NAESX (0.17). OSCYX is a more actively managed with annual turnover of: 41.00 vs. NAESX (13.00). 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 : 12.34 vs. OSCYX (4.87). NAESX return over 5 years is better than : 54.62 vs. OSCYX (45.33).
| NAESX | OSCYX | NAESX / OSCYX | |
| Total Expense Ratio | 0.17 | 0.83 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 0.83 | 20% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | 0.337 | 0.090 | 374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 2.1B | 7,330% |
| Annual Yield % from dividends | 1.25 | 0.12 | 1,086% |
| Returns for 1 year | 12.34 | 4.87 | 254% |
| Returns for 3 years | 22.72 | 18.95 | 120% |
| Returns for 5 years | 54.62 | 45.33 | 120% |
| Returns for 10 years | 107.61 | 75.31 | 143% |
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