Interact to see
Advertisement
Advertisement
NAESX vs OSCCX
NAESX vs OSCCX Comparison
Open Charts NAESX vs OSCCX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Invesco Main Street Small Cap C
Price$20.91
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets2.5B
NAESX vs OSCCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. OSCCX commentary
Feb 04, 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 OSCCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. OSCCX (2.5B). NAESX pays higher dividends than OSCCX: NAESX (1.16) vs OSCCX (0.33). NAESX was incepted earlier than OSCCX: NAESX (65 years) vs OSCCX (13 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 : 10.68 vs. OSCCX (2.24). NAESX return over 5 years is better than : 31.77 vs. OSCCX (9.67).
| 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 | 13 years | - |
| Gain YTD | 5.519 | 5.981 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.5B | 6,483% |
| Annual Yield % from dividends | 1.16 | 0.33 | 356% |
| Returns for 1 year | 10.68 | 2.24 | 478% |
| Returns for 3 years | 33.00 | 15.76 | 209% |
| Returns for 5 years | 31.77 | 9.67 | 328% |
| Returns for 10 years | 185.98 | 101.38 | 183% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WQAIX | 14.16 | 0.01 | +0.07% |
| Westwood Quality AllCap Institutional | |||
| FELIX | 138.09 | N/A | N/A |
| Fidelity Advisor Semiconductors I | |||
| IPEIX | 6.19 | -0.01 | -0.16% |
| Voya Large Cap Value Port I | |||
| ASILX | 14.63 | -0.03 | -0.20% |
| AB Select US Long/Short I | |||
| APHDX | 20.50 | -0.05 | -0.24% |
| Artisan Global Discovery Institutional | |||