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OSCNX vs VSMAX
OSCNX vs VSMAX Comparison
Open Charts OSCNX vs VSMAX
Invesco Main Street Small Cap R
Price$23.91
Change+$0.11 (+0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$121.31
Change+$0.96 (+0.80%)
VolumeN/A
CapitalizationN/A
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VS
VS
OSCNX vs VSMAX Comparison Chart
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OSCNX vs. VSMAX commentary
Nov 10, 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 OSCNX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. OSCNX (2.16B). VSMAX pays higher dividends than OSCNX: VSMAX (1.42) vs OSCNX (0.62). OSCNX was incepted earlier than VSMAX: OSCNX (11 years) vs VSMAX (24 years). OSCNX is a more actively managed with annual turnover of: 42.00 vs. VSMAX (12.00). OSCNX has a lower initial minimum investment than VSMAX: OSCNX (1000) vs VSMAX (3000). OSCNX annual gain was more profitable for investors over the last year : 42.49 vs. VSMAX (40.15). OSCNX (61.56) and VSMAX (60.84) have equivalent 5 years return.
| OSCNX | VSMAX | OSCNX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 19.074 | 19.000 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 151B | 1% |
| Annual Yield % from dividends | 0.62 | 1.42 | 44% |
| Returns for 1 year | 42.49 | 40.15 | 106% |
| Returns for 3 years | 3.53 | 7.14 | 49% |
| Returns for 5 years | 61.56 | 60.84 | 101% |
| Returns for 10 years | 95.07 | 129.13 | 74% |
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