Ad is loading...
OSSIX vs VSCPX
OSSIX vs VSCPX Comparison
Open Charts OSSIX vs VSCPX
Invesco Main Street Small Cap R6
Price$22.56
Change-$0.59 (-2.55%)
VolumeN/A
Net Assets2.03B
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
OSSIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSSIX vs. VSCPX commentary
Feb 23, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. OSSIX (2.03B). 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 : 11.26 vs. OSSIX (6.91). VSCPX (44.50) and OSSIX (42.57) 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 | 0.985 | -0.301 | -327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 161B | 1% |
| Annual Yield % from dividends | 0.60 | 1.44 | 42% |
| Returns for 1 year | 6.91 | 11.26 | 61% |
| Returns for 3 years | 17.08 | 18.87 | 91% |
| Returns for 5 years | 42.57 | 44.50 | 96% |
| Returns for 10 years | 77.59 | 105.88 | 73% |
View a ticker or compare two or three
VS
VS
Ad is loading...