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NAESX vs OSCAX
NAESX vs OSCAX Comparison
Open Charts NAESX vs OSCAX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Invesco Main Street Small Cap A
Price$21.66
Change-$0.40 (-1.81%)
VolumeN/A
Net Assets2.02B
NAESX vs OSCAX Comparison Chart
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NAESX vs. OSCAX commentary
Jun 14, 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 Buy and OSCAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. OSCAX (2.02B). NAESX pays higher dividends than OSCAX: NAESX (1.35) 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 : 5.19 vs. OSCAX (2.95). NAESX (63.19) and OSCAX (61.34) have equivalent 5 years return.
| 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 | -4.390 | -1.231 | 357% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.02B | 7,316% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | 2.95 | 176% |
| Returns for 3 years | 31.28 | 31.38 | 100% |
| Returns for 5 years | 63.19 | 61.34 | 103% |
| Returns for 10 years | 92.88 | 64.41 | 144% |
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