Ad is loading...
OSCYX vs VSMAX
OSCYX vs VSMAX Comparison
Open Charts OSCYX vs VSMAX
Invesco Main Street Small Cap Y
Price$21.38
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.92B
Vanguard Small Cap Index Admiral Shares
Price$107.02
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets139.54B
OSCYX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSCYX vs. VSMAX commentary
May 10, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. OSCYX (1.92B). VSMAX pays higher dividends than OSCYX: VSMAX (1.56) 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 : 0.40 vs. OSCYX (-1.86). OSCYX (68.52) and VSMAX (67.86) 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 | -3.865 | -6.954 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 140B | 1% |
| Annual Yield % from dividends | 0.12 | 1.56 | 8% |
| Returns for 1 year | -1.86 | 0.40 | -464% |
| Returns for 3 years | 24.29 | 22.82 | 106% |
| Returns for 5 years | 68.52 | 67.86 | 101% |
| Returns for 10 years | 68.90 | 91.60 | 75% |