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NAESX vs OSCAX
NAESX vs OSCAX Comparison
Open Charts NAESX vs OSCAX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Invesco Main Street Small Cap A
Price$22.80
Change+$0.13 (+0.57%)
VolumeN/A
Net Assets2.11B
NAESX vs OSCAX Comparison Chart in %
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NAESX vs. OSCAX commentary
Jul 08, 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 NAESX is a StrongBuy and OSCAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. OSCAX (2.11B). NAESX pays higher dividends than OSCAX: NAESX (1.28) vs OSCAX (0.00). NAESX was incepted earlier than OSCAX: NAESX (65 years) vs OSCAX (12 years). OSCAX (1.08) is less costly to investors than NAESX (0.17). OSCAX is a more actively managed with annual turnover of: 41.00 vs. NAESX (13.00). OSCAX has a lower initial minimum investment than NAESX: OSCAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. OSCAX (7.80). NAESX return over 5 years is better than : 69.32 vs. OSCAX (65.55).
| NAESX | OSCAX | NAESX / OSCAX | |
| Total Expense Ratio | 0.17 | 1.08 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.08 | 16% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | 1.432 | 3.967 | 36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.11B | 7,028% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.22 | 7.80 | 157% |
| Returns for 3 years | 37.83 | 35.12 | 108% |
| Returns for 5 years | 69.32 | 65.55 | 106% |
| Returns for 10 years | 108.83 | 75.17 | 145% |
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