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NAESX vs OSCYX
NAESX vs OSCYX Comparison
Open Charts NAESX vs OSCYX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Invesco Main Street Small Cap Y
Price$22.27
Change-$0.95 (-4.09%)
VolumeN/A
CapitalizationN/A
NAESX vs OSCYX Comparison Chart
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NAESX vs. OSCYX commentary
Dec 19, 2024
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: 167B vs. OSCYX (2.12B). 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 : 19.54 vs. OSCYX (13.50). NAESX return over 5 years is better than : 53.79 vs. OSCYX (49.61).
| 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 | 17.994 | 11.329 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 2.12B | 7,863% |
| Annual Yield % from dividends | 1.31 | 0.60 | 219% |
| Returns for 1 year | 19.54 | 13.50 | 145% |
| Returns for 3 years | 15.71 | 14.69 | 107% |
| Returns for 5 years | 53.79 | 49.61 | 108% |
| Returns for 10 years | 124.30 | 87.29 | 142% |
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