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OSCAX vs VRTIX
OSCAX vs VRTIX Comparison
Open Charts OSCAX vs VRTIX
Invesco Main Street Small Cap A
Price$23.05
Change-$0.26 (-1.12%)
VolumeN/A
Net Assets2.27B
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
OSCAX vs VRTIX Comparison Chart in %
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OSCAX vs. VRTIX commentary
Oct 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 OSCAX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. OSCAX (2.28B). VRTIX pays higher dividends than OSCAX: VRTIX (1.20) vs OSCAX (0.00). OSCAX was incepted earlier than VRTIX: OSCAX (12 years) vs VRTIX (15 years). OSCAX (1.08) is less costly to investors than VRTIX (0.07). OSCAX is a more actively managed with annual turnover of: 41.00 vs. VRTIX (12.00). OSCAX has a lower initial minimum investment than VRTIX: OSCAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.81 vs. OSCAX (2.64). VRTIX return over 5 years is better than : 55.34 vs. OSCAX (47.84).
| OSCAX | VRTIX | OSCAX / VRTIX | |
| Total Expense Ratio | 1.08 | 0.07 | 1,543% |
| Annual Report Gross Expense Ratio | 1.08 | 0.07 | 1,543% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 6.293 | 11.874 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 13.6B | 17% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | 2.64 | 13.81 | 19% |
| Returns for 3 years | 40.12 | 47.99 | 84% |
| Returns for 5 years | 47.84 | 55.34 | 86% |
| Returns for 10 years | 93.47 | 123.07 | 76% |
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