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OSCAX vs VSMAX
OSCAX vs VSMAX Comparison
Open Charts OSCAX vs VSMAX
Invesco Main Street Small Cap A
Price$23.07
Change-$0.13 (-0.56%)
VolumeN/A
Net Assets2.12B
Vanguard Small Cap Index Admiral Shares
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
OSCAX vs VSMAX Comparison Chart
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VS
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OSCAX vs. VSMAX commentary
Jan 23, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. OSCAX (2.12B). VSMAX pays higher dividends than OSCAX: VSMAX (1.42) vs OSCAX (0.61). OSCAX was incepted earlier than VSMAX: OSCAX (12 years) vs VSMAX (24 years). OSCAX is a more actively managed with annual turnover of: 42.00 vs. VSMAX (12.00). OSCAX has a lower initial minimum investment than VSMAX: OSCAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 20.15 vs. OSCAX (12.98). VSMAX return over 5 years is better than : 53.34 vs. OSCAX (48.75).
| OSCAX | VSMAX | OSCAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 5.198 | 4.568 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 155B | 1% |
| Annual Yield % from dividends | 0.61 | 1.42 | 43% |
| Returns for 1 year | 12.98 | 20.15 | 64% |
| Returns for 3 years | 21.18 | 24.52 | 86% |
| Returns for 5 years | 48.75 | 53.34 | 91% |
| Returns for 10 years | 85.40 | 125.60 | 68% |
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