Interact to see
Advertisement
Advertisement
NAESX vs OSCYX
NAESX vs OSCYX Comparison
Open Charts NAESX vs OSCYX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Invesco Main Street Small Cap Y
Price$23.16
Change+$0.14 (+0.61%)
VolumeN/A
Net Assets2.11B
NAESX vs OSCYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. OSCYX commentary
Jul 07, 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 OSCYX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. OSCYX (2.11B). NAESX pays higher dividends than OSCYX: NAESX (1.28) vs OSCYX (0.12). NAESX was incepted earlier than OSCYX: NAESX (65 years) vs OSCYX (12 years). OSCYX (0.83) is less costly to investors than NAESX (0.17). OSCYX is a more actively managed with annual turnover of: 41.00 vs. NAESX (13.00). OSCYX has a lower initial minimum investment than NAESX: OSCYX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. OSCYX (8.14). NAESX (69.32) and OSCYX (67.99) have equivalent 5 years return.
| NAESX | OSCYX | NAESX / OSCYX | |
| Total Expense Ratio | 0.17 | 0.83 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 0.83 | 20% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | 1.432 | 4.090 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.11B | 7,028% |
| Annual Yield % from dividends | 1.28 | 0.12 | 1,106% |
| Returns for 1 year | 12.22 | 8.14 | 150% |
| Returns for 3 years | 37.83 | 36.22 | 104% |
| Returns for 5 years | 69.32 | 67.99 | 102% |
| Returns for 10 years | 108.83 | 79.70 | 137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement