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OSCAX vs VSMAX
OSCAX vs VSMAX Comparison
Open Charts OSCAX vs VSMAX
Invesco Main Street Small Cap A
Price$21.94
Change+$0.23 (+1.06%)
VolumeN/A
Net Assets1.99B
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
OSCAX vs VSMAX Comparison Chart
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OSCAX vs. VSMAX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. OSCAX (1.99B). VSMAX pays higher dividends than OSCAX: VSMAX (1.48) 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 : 5.16 vs. OSCAX (1.88). VSMAX return over 5 years is better than : 52.39 vs. OSCAX (47.93).
| 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 | -1.003 | -4.060 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | 1.88 | 5.16 | 36% |
| Returns for 3 years | 16.90 | 16.71 | 101% |
| Returns for 5 years | 47.93 | 52.39 | 91% |
| Returns for 10 years | 67.30 | 96.62 | 70% |
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