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OSSIX vs VSCPX
OSSIX vs VSCPX Comparison
Open Charts OSSIX vs VSCPX
Invesco Main Street Small Cap R6
Price$22.36
Change-$0.95 (-4.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
OSSIX vs VSCPX Comparison Chart
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OSSIX vs. VSCPX 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 OSSIX is a Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. OSSIX (2.12B). 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 : 17.80 vs. OSSIX (7.18). VSCPX return over 5 years is better than : 53.26 vs. OSSIX (43.89).
| 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 | 6.923 | 18.058 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 167B | 1% |
| Annual Yield % from dividends | 0.60 | 1.44 | 42% |
| Returns for 1 year | 7.18 | 17.80 | 40% |
| Returns for 3 years | 10.45 | 15.81 | 66% |
| Returns for 5 years | 43.89 | 53.26 | 82% |
| Returns for 10 years | 82.02 | 125.14 | 66% |