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OSCAX vs VSMAX
OSCAX vs VSMAX Comparison
Open Charts OSCAX vs VSMAX
Invesco Main Street Small Cap A
Price$22.03
Change+$0.02 (+0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.91
Change-$0.38 (-0.33%)
VolumeN/A
CapitalizationN/A
OSCAX vs VSMAX Comparison Chart
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VS
VS
OSCAX vs. VSMAX commentary
Dec 24, 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 OSCAX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. OSCAX (2.03B). 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 : 13.97 vs. OSCAX (6.53). VSMAX return over 5 years is better than : 48.61 vs. OSCAX (41.05).
| 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 | 6.786 | 14.128 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 167B | 1% |
| Annual Yield % from dividends | 0.61 | 1.42 | 43% |
| Returns for 1 year | 6.53 | 13.97 | 47% |
| Returns for 3 years | 6.19 | 9.42 | 66% |
| Returns for 5 years | 41.05 | 48.61 | 84% |
| Returns for 10 years | 72.68 | 114.48 | 63% |
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