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NAESX vs OSCYX
NAESX vs OSCYX Comparison
Open Charts NAESX vs OSCYX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Invesco Main Street Small Cap Y
Price$23.15
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets2.11B
NAESX vs OSCYX Comparison Chart
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NAESX vs. OSCYX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. OSCYX (2.11B). 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 : 21.23 vs. OSCYX (14.56). NAESX return over 5 years is better than : 48.81 vs. OSCYX (46.37).
| 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 | 3.370 | 4.045 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 2.11B | 7,360% |
| Annual Yield % from dividends | 1.31 | 0.60 | 219% |
| Returns for 1 year | 21.23 | 14.56 | 146% |
| Returns for 3 years | 17.16 | 15.93 | 108% |
| Returns for 5 years | 48.81 | 46.37 | 105% |
| Returns for 10 years | 126.44 | 91.95 | 138% |
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