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OSSIX vs VSCPX
OSSIX vs VSCPX Comparison
Open Charts OSSIX vs VSCPX
Invesco Main Street Small Cap R6
Price$19.79
Change+$0.17 (+0.87%)
VolumeN/A
Net Assets1.74B
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
OSSIX vs VSCPX Comparison Chart
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OSSIX vs. VSCPX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. OSSIX (1.74B). VSCPX pays higher dividends than OSSIX: VSCPX (1.54) vs OSSIX (0.26). OSSIX was incepted earlier than VSCPX: OSSIX (12 years) vs VSCPX (14 years). OSSIX (0.71) is less costly to investors than VSCPX (0.03). OSSIX is a more actively managed with annual turnover of: 41.00 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 : -2.39 vs. OSSIX (-5.73). OSSIX return over 5 years is better than : 71.00 vs. VSCPX (66.94).
| OSSIX | VSCPX | OSSIX / VSCPX | |
| Total Expense Ratio | 0.71 | 0.03 | 2,367% |
| Annual Report Gross Expense Ratio | 0.71 | 0.03 | 2,367% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -12.175 | -14.450 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 143B | 1% |
| Annual Yield % from dividends | 0.26 | 1.54 | 17% |
| Returns for 1 year | -5.73 | -2.39 | 240% |
| Returns for 3 years | 1.82 | 0.58 | 316% |
| Returns for 5 years | 71.00 | 66.94 | 106% |
| Returns for 10 years | 53.51 | 73.76 | 73% |