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OSCAX vs VSMAX
OSCAX vs VSMAX Comparison
Open Charts OSCAX vs VSMAX
Invesco Main Street Small Cap A
Price$22.80
Change+$0.13 (+0.57%)
VolumeN/A
Net Assets2.11B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
OSCAX vs VSMAX Comparison Chart in %
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OSCAX vs. VSMAX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. OSCAX (2.11B). VSMAX pays higher dividends than OSCAX: VSMAX (1.40) vs OSCAX (0.00). OSCAX was incepted earlier than VSMAX: OSCAX (12 years) vs VSMAX (25 years). OSCAX (1.08) is less costly to investors than VSMAX (0.05). OSCAX is a more actively managed with annual turnover of: 41.00 vs. VSMAX (13.00). 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 : 11.45 vs. OSCAX (7.80). VSMAX (68.33) and OSCAX (65.55) have equivalent 5 years return.
| OSCAX | VSMAX | OSCAX / VSMAX | |
| Total Expense Ratio | 1.08 | 0.05 | 2,160% |
| Annual Report Gross Expense Ratio | 1.08 | 0.05 | 2,160% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 3.967 | 0.725 | 547% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 7.80 | 11.45 | 68% |
| Returns for 3 years | 35.12 | 36.96 | 95% |
| Returns for 5 years | 65.55 | 68.33 | 96% |
| Returns for 10 years | 75.17 | 107.85 | 70% |
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