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NAESX vs OSSIX
NAESX vs OSSIX Comparison
Open Charts NAESX vs OSSIX
Vanguard Small Cap Index I
Price$113.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco Main Street Small Cap R6
Price$23.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NAESX vs OSSIX Comparison Chart
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NAESX vs. OSSIX commentary
Sep 21, 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 OSSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. OSSIX (2.04B). NAESX pays higher dividends than OSSIX: NAESX (1.31) vs OSSIX (0.60). NAESX was incepted earlier than OSSIX: NAESX (64 years) vs OSSIX (11 years). OSSIX is a more actively managed with annual turnover of: 42.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than OSSIX: NAESX (3000) vs OSSIX (1000000). OSSIX annual gain was more profitable for investors over the last year : 22.70 vs. NAESX (20.72). OSSIX return over 5 years is better than : 60.55 vs. NAESX (51.64).
| NAESX | OSSIX | NAESX / OSSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 11 years | - |
| Gain YTD | 9.695 | 10.878 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 2.04B | 7,290% |
| Annual Yield % from dividends | 1.31 | 0.60 | 220% |
| Returns for 1 year | 20.72 | 22.70 | 91% |
| Returns for 3 years | 5.63 | 8.12 | 69% |
| Returns for 5 years | 51.64 | 60.55 | 85% |
| Returns for 10 years | 113.34 | 100.98 | 112% |
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