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OSCNX vs VSMAX
OSCNX vs VSMAX Comparison
Open Charts OSCNX vs VSMAX
Invesco Main Street Small Cap R
Price$23.75
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$121.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
OSCNX vs VSMAX Comparison Chart
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VS
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OSCNX vs. VSMAX commentary
Nov 22, 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 (2.1B). VSMAX pays higher dividends than OSCNX: VSMAX (1.42) vs OSCNX (0.62). OSCNX was incepted earlier than VSMAX: OSCNX (12 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 (33.03) and VSMAX (32.49) have marching annual gain over last year. OSCNX (61.78) and VSMAX (61.09) 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 | 12 years | 24 years | - |
| Gain YTD | 18.277 | 19.265 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 151B | 1% |
| Annual Yield % from dividends | 0.62 | 1.42 | 44% |
| Returns for 1 year | 33.03 | 32.49 | 102% |
| Returns for 3 years | 6.03 | 10.66 | 57% |
| Returns for 5 years | 61.78 | 61.09 | 101% |
| Returns for 10 years | 91.14 | 126.80 | 72% |
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