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NAESX vs OSCNX
NAESX vs OSCNX Comparison
Open Charts NAESX vs OSCNX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Invesco Main Street Small Cap R
Price$20.97
Change-$0.39 (-1.83%)
VolumeN/A
Net Assets1.99B
NAESX vs OSCNX Comparison Chart
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NAESX vs. OSCNX 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 OSCNX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. OSCNX (1.99B). NAESX pays higher dividends than OSCNX: NAESX (1.35) vs OSCNX (0.00). NAESX was incepted earlier than OSCNX: NAESX (65 years) vs OSCNX (12 years). OSCNX (1.33) is less costly to investors than NAESX (0.17). OSCNX is a more actively managed with annual turnover of: 41.00 vs. NAESX (13.00). OSCNX has a lower initial minimum investment than NAESX: OSCNX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. OSCNX (2.49). NAESX return over 5 years is better than : 63.19 vs. OSCNX (58.73).
| NAESX | OSCNX | NAESX / OSCNX | |
| Total Expense Ratio | 0.17 | 1.33 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.33 | 13% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | -4.390 | -1.364 | 322% |
| 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 | 2.49 | 208% |
| Returns for 3 years | 31.28 | 30.13 | 104% |
| Returns for 5 years | 63.19 | 58.73 | 108% |
| Returns for 10 years | 92.88 | 59.84 | 155% |
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