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NAESX vs OSCYX
NAESX vs OSCYX Comparison
Open Charts NAESX vs OSCYX
Vanguard Small Cap Index I
Price$130.44
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets162.31B
Invesco Main Street Small Cap Y
Price$23.82
Change+$0.35 (+1.49%)
VolumeN/A
Net Assets2.49B
NAESX vs OSCYX Comparison Chart in %
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NAESX vs. OSCYX commentary
Feb 05, 2026
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 OSCYX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. OSCYX (2.49B). NAESX pays higher dividends than OSCYX: NAESX (1.16) vs OSCYX (0.39). NAESX was incepted earlier than OSCYX: NAESX (65 years) vs OSCYX (13 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 : 10.68 vs. OSCYX (4.20). NAESX return over 5 years is better than : 31.77 vs. OSCYX (17.83).
| 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 | 13 years | - |
| Gain YTD | 5.519 | 6.102 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.49B | 6,511% |
| Annual Yield % from dividends | 1.16 | 0.39 | 297% |
| Returns for 1 year | 10.68 | 4.20 | 254% |
| Returns for 3 years | 33.00 | 21.13 | 156% |
| Returns for 5 years | 31.77 | 17.83 | 178% |
| Returns for 10 years | 185.98 | 129.17 | 144% |
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