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OSCAX vs VSMAX
OSCAX vs VSMAX Comparison
Open Charts OSCAX vs VSMAX
Invesco Main Street Small Cap A
Price$20.80
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets1.88B
Vanguard Small Cap Index Admiral Shares
Price$105.39
Change+$0.38 (+0.36%)
VolumeN/A
Net Assets139.54B
OSCAX vs VSMAX Comparison Chart
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OSCAX vs. VSMAX commentary
May 08, 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: 140B vs. OSCAX (1.89B). VSMAX pays higher dividends than OSCAX: VSMAX (1.56) 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 : -0.77 vs. OSCAX (-3.40). VSMAX (64.66) and OSCAX (63.39) 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 | 25 years | - |
| Gain YTD | -5.518 | -8.727 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 140B | 1% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | -3.40 | -0.77 | 442% |
| Returns for 3 years | 16.10 | 14.88 | 108% |
| Returns for 5 years | 63.39 | 64.66 | 98% |
| Returns for 10 years | 62.26 | 87.63 | 71% |
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