NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
OSCAX
Price
$22.80
Change
+$0.13 (+0.57%)
Updated
Jul 3 closing price
Net Assets
2.11B
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NAESX vs OSCAX

Header iconNAESX vs OSCAX Comparison
Open Charts NAESX vs OSCAXBanner chart's image
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.

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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).
NAESXOSCAXNAESX / OSCAX
Total Expense Ratio0.171.0816%
Annual Report Gross Expense Ratio0.171.0816%
Fund Existence65 years12 years-
Gain YTD1.4323.96736%
Front LoadN/A6%-
Min. Initial Investment30001000300%
Min. Initial Investment IRAN/AN/A-
Net Assets148B2.11B7,028%
Annual Yield % from dividends1.280.00-
Returns for 1 year12.227.80157%
Returns for 3 years37.8335.12108%
Returns for 5 years69.3265.55106%
Returns for 10 years108.8375.17145%
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