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OSCNX vs VSMAX
OSCNX vs VSMAX Comparison
Open Charts OSCNX vs VSMAX
Invesco Main Street Small Cap R
Price$18.54
Change+$0.30 (+1.64%)
VolumeN/A
Net Assets1.67B
Vanguard Small Cap Index Admiral Shares
Price$98.60
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
OSCNX vs VSMAX Comparison Chart
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OSCNX vs. VSMAX commentary
Apr 12, 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 OSCNX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. OSCNX (1.67B). VSMAX pays higher dividends than OSCNX: VSMAX (1.52) vs OSCNX (0.00). OSCNX was incepted earlier than VSMAX: OSCNX (12 years) vs VSMAX (24 years). OSCNX (1.33) is less costly to investors than VSMAX (0.05). OSCNX is a more actively managed with annual turnover of: 41.00 vs. VSMAX (12.00). OSCNX has a lower initial minimum investment than VSMAX: OSCNX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -7.79 vs. OSCNX (-11.97). VSMAX return over 5 years is better than : 63.87 vs. OSCNX (59.10).
| OSCNX | VSMAX | OSCNX / VSMAX | |
| Total Expense Ratio | 1.33 | 0.05 | 2,660% |
| Annual Report Gross Expense Ratio | 1.33 | 0.05 | 2,660% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -14.205 | -15.498 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -11.97 | -7.79 | 154% |
| Returns for 3 years | -2.03 | -0.22 | 940% |
| Returns for 5 years | 59.10 | 63.87 | 93% |
| Returns for 10 years | 40.30 | 71.41 | 56% |
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