Ad is loading...
Ad is loading...
OSCCX vs VSMAX
OSCCX vs VSMAX Comparison
Open Charts OSCCX vs VSMAX
Invesco Main Street Small Cap C
Price$21.67
Change-$0.31 (-1.41%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
OSCCX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSCCX vs. VSMAX commentary
Nov 18, 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 OSCCX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. OSCCX (2.07B). VSMAX pays higher dividends than OSCCX: VSMAX (1.42) vs OSCCX (0.66). OSCCX was incepted earlier than VSMAX: OSCCX (12 years) vs VSMAX (24 years). OSCCX is a more actively managed with annual turnover of: 42.00 vs. VSMAX (12.00). OSCCX has a lower initial minimum investment than VSMAX: OSCCX (1000) vs VSMAX (3000). OSCCX (30.35) and VSMAX (30.28) have marching annual gain over last year. VSMAX return over 5 years is better than : 55.62 vs. OSCCX (51.05).
| OSCCX | VSMAX | OSCCX / 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 | 14.173 | 15.803 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 151B | 1% |
| Annual Yield % from dividends | 0.66 | 1.42 | 47% |
| Returns for 1 year | 30.35 | 30.28 | 100% |
| Returns for 3 years | -1.43 | 4.74 | -30% |
| Returns for 5 years | 51.05 | 55.62 | 92% |
| Returns for 10 years | 77.57 | 123.30 | 63% |