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OSCAX vs VSMAX
OSCAX vs VSMAX Comparison
Open Charts OSCAX vs VSMAX
Invesco Main Street Small Cap A
Price$23.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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OSCAX vs VSMAX Comparison Chart
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OSCAX vs. VSMAX commentary
Sep 21, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. OSCAX (2.04B). VSMAX pays higher dividends than OSCAX: VSMAX (1.42) vs OSCAX (0.61). OSCAX was incepted earlier than VSMAX: OSCAX (11 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 annual gain was more profitable for investors over the last year : 22.24 vs. VSMAX (20.75). OSCAX return over 5 years is better than : 57.35 vs. VSMAX (51.83).
| OSCAX | VSMAX | OSCAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 10.567 | 9.731 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 149B | 1% |
| Annual Yield % from dividends | 0.61 | 1.42 | 43% |
| Returns for 1 year | 22.24 | 20.75 | 107% |
| Returns for 3 years | 6.79 | 5.70 | 119% |
| Returns for 5 years | 57.35 | 51.83 | 111% |
| Returns for 10 years | 93.47 | 114.09 | 82% |