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NAESX vs OSCAX
NAESX vs OSCAX Comparison
Open Charts NAESX vs OSCAX
Vanguard Small Cap Index I
Price$130.44
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets162.31B
Invesco Main Street Small Cap A
Price$23.60
Change+$0.19 (+0.81%)
VolumeN/A
Net Assets2.52B
NAESX vs OSCAX Comparison Chart in %
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NAESX vs. OSCAX commentary
Feb 05, 2026
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 Hold and OSCAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. OSCAX (2.52B). NAESX pays higher dividends than OSCAX: NAESX (1.16) vs OSCAX (0.29). NAESX was incepted earlier than OSCAX: NAESX (65 years) vs OSCAX (13 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 : 9.85 vs. OSCAX (3.86). NAESX return over 5 years is better than : 30.43 vs. OSCAX (16.20).
| 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 | 13 years | - |
| Gain YTD | 5.551 | 6.932 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.52B | 6,434% |
| Annual Yield % from dividends | 1.16 | 0.29 | 395% |
| Returns for 1 year | 9.85 | 3.86 | 255% |
| Returns for 3 years | 33.04 | 20.99 | 157% |
| Returns for 5 years | 30.43 | 16.20 | 188% |
| Returns for 10 years | 186.07 | 124.21 | 150% |
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