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NAESX vs OSCYX
NAESX vs OSCYX Comparison
Open Charts NAESX vs OSCYX
Vanguard Small Cap Index I
Price$115.97
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
Invesco Main Street Small Cap Y
Price$23.68
Change+$0.03 (+0.13%)
VolumeN/A
CapitalizationN/A
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NAESX vs OSCYX Comparison Chart
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NAESX vs. OSCYX commentary
Oct 18, 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 StrongBuy and OSCYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 152B vs. OSCYX (2.07B). NAESX pays higher dividends than OSCYX: NAESX (1.31) vs OSCYX (0.60). NAESX was incepted earlier than OSCYX: NAESX (64 years) vs OSCYX (11 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). OSCYX (28.72) and NAESX (28.41) have marching annual gain over last year. OSCYX return over 5 years is better than : 64.76 vs. NAESX (59.36).
| NAESX | OSCYX | NAESX / OSCYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 11 years | - |
| Gain YTD | 13.884 | 13.266 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 2.07B | 7,350% |
| Annual Yield % from dividends | 1.31 | 0.60 | 219% |
| Returns for 1 year | 28.41 | 28.72 | 99% |
| Returns for 3 years | 8.01 | 7.27 | 110% |
| Returns for 5 years | 59.36 | 64.76 | 92% |
| Returns for 10 years | 137.19 | 114.31 | 120% |
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