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OSCAX vs VSMAX
OSCAX vs VSMAX Comparison
Open Charts OSCAX vs VSMAX
Invesco Main Street Small Cap A
Price$19.68
Change+$1.69 (+9.39%)
VolumeN/A
Net Assets1.59B
Vanguard Small Cap Index Admiral Shares
Price$101.55
Change+$8.69 (+9.36%)
VolumeN/A
Net Assets143.36B
OSCAX vs VSMAX Comparison Chart
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OSCAX vs. VSMAX commentary
Apr 11, 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: 143B vs. OSCAX (1.6B). VSMAX pays higher dividends than OSCAX: VSMAX (1.52) vs OSCAX (0.00). OSCAX was incepted earlier than VSMAX: OSCAX (12 years) vs VSMAX (24 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 (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 : -13.67 vs. OSCAX (-17.21). VSMAX (56.52) and OSCAX (54.43) 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 | 24 years | - |
| Gain YTD | -17.966 | -19.288 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -17.21 | -13.67 | 126% |
| Returns for 3 years | -5.99 | -5.11 | 117% |
| Returns for 5 years | 54.43 | 56.52 | 96% |
| Returns for 10 years | 37.79 | 63.59 | 59% |
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