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NAESX vs OSCNX
NAESX vs OSCNX Comparison
Open Charts NAESX vs OSCNX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Invesco Main Street Small Cap R
Price$21.89
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets2.1B
NAESX vs OSCNX Comparison Chart in %
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NAESX vs. OSCNX commentary
Jul 27, 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 StrongBuy and OSCNX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. OSCNX (2.1B). NAESX pays higher dividends than OSCNX: NAESX (1.28) 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 : 8.46 vs. OSCNX (0.92). NAESX return over 5 years is better than : 66.66 vs. OSCNX (56.19).
| 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 | 2.781 | 2.963 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 2.1B | 7,289% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 8.46 | 0.92 | 917% |
| Returns for 3 years | 34.15 | 26.85 | 127% |
| Returns for 5 years | 66.66 | 56.19 | 119% |
| Returns for 10 years | 114.71 | 74.08 | 155% |
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