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OSCAX vs VSMAX
OSCAX vs VSMAX Comparison
Open Charts OSCAX vs VSMAX
Invesco Main Street Small Cap A
Price$24.45
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$121.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
OSCAX vs VSMAX Comparison Chart
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VS
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OSCAX vs. VSMAX commentary
Nov 22, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. OSCAX (2.1B). 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). OSCAX (33.30) and VSMAX (32.49) have marching annual gain over last year. OSCAX (64.16) and VSMAX (61.09) have equivalent 5 years return.
| 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 | 18.517 | 19.265 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 151B | 1% |
| Annual Yield % from dividends | 0.61 | 1.42 | 43% |
| Returns for 1 year | 33.30 | 32.49 | 102% |
| Returns for 3 years | 6.96 | 10.66 | 65% |
| Returns for 5 years | 64.16 | 61.09 | 105% |
| Returns for 10 years | 96.36 | 126.80 | 76% |
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