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OSCYX vs VSMAX
OSCYX vs VSMAX Comparison
Open Charts OSCYX vs VSMAX
Invesco Main Street Small Cap Y
Price$22.40
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.02B
Vanguard Small Cap Index Admiral Shares
Price$111.83
Change-$0.14 (-0.13%)
VolumeN/A
Net Assets147.56B
OSCYX vs VSMAX Comparison Chart
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OSCYX vs. VSMAX commentary
Jun 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. OSCYX (2.02B). VSMAX pays higher dividends than OSCYX: VSMAX (1.48) vs OSCYX (0.12). OSCYX was incepted earlier than VSMAX: OSCYX (12 years) vs VSMAX (25 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 (13.00). 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 : 6.21 vs. OSCYX (3.67). OSCYX (66.72) and VSMAX (66.26) 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 | 25 years | - |
| Gain YTD | 0.719 | -2.678 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 148B | 1% |
| Annual Yield % from dividends | 0.12 | 1.48 | 8% |
| Returns for 1 year | 3.67 | 6.21 | 59% |
| Returns for 3 years | 33.99 | 33.17 | 102% |
| Returns for 5 years | 66.72 | 66.26 | 101% |
| Returns for 10 years | 73.36 | 98.02 | 75% |
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