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OSCNX vs VSMAX
OSCNX vs VSMAX Comparison
Open Charts OSCNX vs VSMAX
Invesco Main Street Small Cap R
Price$20.52
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets1.94B
Vanguard Small Cap Index Admiral Shares
Price$108.21
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
OSCNX vs VSMAX Comparison Chart
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OSCNX vs. VSMAX commentary
May 24, 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: 140B vs. OSCNX (1.94B). VSMAX pays higher dividends than OSCNX: VSMAX (1.56) vs OSCNX (0.00). OSCNX was incepted earlier than VSMAX: OSCNX (12 years) vs VSMAX (25 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 (13.00). 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 : 2.82 vs. OSCNX (-0.92). VSMAX return over 5 years is better than : 66.80 vs. OSCNX (58.66).
| 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 | 25 years | - |
| Gain YTD | -3.481 | -5.946 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 140B | 1% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | -0.92 | 2.82 | -33% |
| Returns for 3 years | 21.50 | 23.66 | 91% |
| Returns for 5 years | 58.66 | 66.80 | 88% |
| Returns for 10 years | 60.53 | 92.39 | 66% |
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