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OSSIX vs VSCPX
OSSIX vs VSCPX Comparison
Open Charts OSSIX vs VSCPX
Invesco Main Street Small Cap R6
Price$23.25
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets2.11B
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
OSSIX vs VSCPX Comparison Chart
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OSSIX vs. VSCPX commentary
Jan 19, 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 OSSIX is a Buy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. OSSIX (2.11B). VSCPX pays higher dividends than OSSIX: VSCPX (1.44) vs OSSIX (0.60). OSSIX was incepted earlier than VSCPX: OSSIX (12 years) vs VSCPX (14 years). OSSIX is a more actively managed with annual turnover of: 42.00 vs. VSCPX (12.00). OSSIX has a lower initial minimum investment than VSCPX: OSSIX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 21.27 vs. OSSIX (14.74). VSCPX (49.02) and OSSIX (47.48) have equivalent 5 years return.
| OSSIX | VSCPX | OSSIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 4.073 | 3.376 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 155B | 1% |
| Annual Yield % from dividends | 0.60 | 1.44 | 42% |
| Returns for 1 year | 14.74 | 21.27 | 69% |
| Returns for 3 years | 16.43 | 17.26 | 95% |
| Returns for 5 years | 47.48 | 49.02 | 97% |
| Returns for 10 years | 94.54 | 127.24 | 74% |
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