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NAESX vs OSCNX
NAESX vs OSCNX Comparison
Open Charts NAESX vs OSCNX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Invesco Main Street Small Cap R
Price$22.08
Change-$0.19 (-0.85%)
VolumeN/A
Net Assets2.18B
NAESX vs OSCNX Comparison Chart in %
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NAESX vs. OSCNX commentary
Aug 17, 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 OSCNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. OSCNX (2.18B). NAESX pays higher dividends than OSCNX: NAESX (1.25) 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 : 9.15 vs. OSCNX (2.41). NAESX return over 5 years is better than : 57.53 vs. OSCNX (46.25).
| 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 | 2.494 | 3.857 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 2.18B | 7,051% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.15 | 2.41 | 379% |
| Returns for 3 years | 20.39 | 17.78 | 115% |
| Returns for 5 years | 57.53 | 46.25 | 124% |
| Returns for 10 years | 112.59 | 73.27 | 154% |
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