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NAESX vs OSCCX
NAESX vs OSCCX Comparison
Open Charts NAESX vs OSCCX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Invesco Main Street Small Cap C
Price$20.66
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets2.25B
NAESX vs OSCCX Comparison Chart in %
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NAESX vs. OSCCX commentary
Oct 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 NAESX is a Hold and OSCCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. OSCCX (2.25B). NAESX pays higher dividends than OSCCX: NAESX (1.23) vs OSCCX (0.00). NAESX was incepted earlier than OSCCX: NAESX (65 years) vs OSCCX (12 years). OSCCX (1.83) is less costly to investors than NAESX (0.17). OSCCX is a more actively managed with annual turnover of: 41.00 vs. NAESX (13.00). OSCCX has a lower initial minimum investment than NAESX: OSCCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.92 vs. OSCCX (-3.28). NAESX return over 5 years is better than : 55.28 vs. OSCCX (38.36).
| NAESX | OSCCX | NAESX / OSCCX | |
| Total Expense Ratio | 0.17 | 1.83 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.83 | 9% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | 5.577 | 3.715 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.25B | 7,197% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 4.92 | -3.28 | -150% |
| Returns for 3 years | 41.91 | 30.10 | 139% |
| Returns for 5 years | 55.28 | 38.36 | 144% |
| Returns for 10 years | 130.16 | 74.40 | 175% |
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