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OSCYX vs VSMAX
OSCYX vs VSMAX Comparison
Open Charts OSCYX vs VSMAX
Invesco Main Street Small Cap Y
Price$22.27
Change-$0.95 (-4.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
OSCYX vs VSMAX Comparison Chart
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OSCYX vs. VSMAX commentary
Dec 19, 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 OSCYX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. OSCYX (2.12B). VSMAX pays higher dividends than OSCYX: VSMAX (1.42) vs OSCYX (0.60). OSCYX was incepted earlier than VSMAX: OSCYX (12 years) vs VSMAX (24 years). OSCYX is a more actively managed with annual turnover of: 42.00 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 : 19.58 vs. OSCYX (13.50). VSMAX return over 5 years is better than : 53.97 vs. OSCYX (49.61).
| OSCYX | VSMAX | OSCYX / 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 | 11.329 | 18.049 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 167B | 1% |
| Annual Yield % from dividends | 0.60 | 1.42 | 42% |
| Returns for 1 year | 13.50 | 19.58 | 69% |
| Returns for 3 years | 14.69 | 15.80 | 93% |
| Returns for 5 years | 49.61 | 53.97 | 92% |
| Returns for 10 years | 87.29 | 125.00 | 70% |
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