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OSCYX vs VSMAX
OSCYX vs VSMAX Comparison
Open Charts OSCYX vs VSMAX
Invesco Main Street Small Cap Y
Price$18.99
Change-$0.88 (-4.43%)
VolumeN/A
Net Assets1.86B
Vanguard Small Cap Index Admiral Shares
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
OSCYX vs VSMAX Comparison Chart
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OSCYX vs. VSMAX commentary
Apr 07, 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 OSCYX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. OSCYX (1.86B). VSMAX pays higher dividends than OSCYX: VSMAX (1.52) vs OSCYX (0.12). OSCYX was incepted earlier than VSMAX: OSCYX (12 years) vs VSMAX (24 years). OSCYX (0.83) is less costly to investors than VSMAX (0.05). OSCYX is a more actively managed with annual turnover of: 41.00 vs. VSMAX (12.00). OSCYX has a lower initial minimum investment than VSMAX: OSCYX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -9.20 vs. OSCYX (-12.19). OSCYX (93.09) and VSMAX (91.73) have equivalent 5 years return.
| OSCYX | VSMAX | OSCYX / VSMAX | |
| Total Expense Ratio | 0.83 | 0.05 | 1,660% |
| Annual Report Gross Expense Ratio | 0.83 | 0.05 | 1,660% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -14.652 | -16.385 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 153B | 1% |
| Annual Yield % from dividends | 0.12 | 1.52 | 8% |
| Returns for 1 year | -12.19 | -9.20 | 133% |
| Returns for 3 years | -2.59 | -3.49 | 74% |
| Returns for 5 years | 93.09 | 91.73 | 101% |
| Returns for 10 years | 48.02 | 70.74 | 68% |
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