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OSSIX vs VSCIX
OSSIX vs VSCIX Comparison
Open Charts OSSIX vs VSCIX
Invesco Main Street Small Cap R6
Price$24.18
Change-$0.33 (-1.35%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
OSSIX vs VSCIX Comparison Chart
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OSSIX vs. VSCIX commentary
Nov 18, 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 OSSIX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. OSSIX (2.07B). VSCIX pays higher dividends than OSSIX: VSCIX (1.43) vs OSSIX (0.60). OSSIX was incepted earlier than VSCIX: OSSIX (12 years) vs VSCIX (27 years). OSSIX is a more actively managed with annual turnover of: 42.00 vs. VSCIX (12.00). OSSIX has a lower initial minimum investment than VSCIX: OSSIX (1000000) vs VSCIX (5000000). OSSIX annual gain was more profitable for investors over the last year : 31.88 vs. VSCIX (30.27). OSSIX return over 5 years is better than : 61.03 vs. VSCIX (55.65).
| OSSIX | VSCIX | OSSIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 15.363 | 15.795 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 151B | 1% |
| Annual Yield % from dividends | 0.60 | 1.43 | 42% |
| Returns for 1 year | 31.88 | 30.27 | 105% |
| Returns for 3 years | 2.56 | 4.74 | 54% |
| Returns for 5 years | 61.03 | 55.65 | 110% |
| Returns for 10 years | 100.57 | 123.35 | 82% |
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