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NAESX vs OSCCX
NAESX vs OSCCX Comparison
Open Charts NAESX vs OSCCX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Invesco Main Street Small Cap C
Price$19.60
Change-$0.37 (-1.85%)
VolumeN/A
Net Assets1.99B
NAESX vs OSCCX Comparison Chart
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NAESX vs. OSCCX commentary
Jun 16, 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 OSCCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. OSCCX (1.99B). NAESX pays higher dividends than OSCCX: NAESX (1.35) 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 : 5.19 vs. OSCCX (1.61). NAESX return over 5 years is better than : 63.19 vs. OSCCX (53.62).
| 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 | -4.390 | -1.606 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.99B | 7,448% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | 1.61 | 323% |
| Returns for 3 years | 31.28 | 27.65 | 113% |
| Returns for 5 years | 63.19 | 53.62 | 118% |
| Returns for 10 years | 92.88 | 50.57 | 184% |
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