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NAESX vs OSCYX
NAESX vs OSCYX Comparison
Open Charts NAESX vs OSCYX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Invesco Main Street Small Cap Y
Price$22.97
Change+$0.13 (+0.57%)
VolumeN/A
Net Assets2.1B
NAESX vs OSCYX Comparison Chart in %
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NAESX vs. OSCYX 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 OSCYX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. OSCYX (2.1B). 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 : 8.46 vs. OSCYX (1.66). NAESX return over 5 years is better than : 66.66 vs. OSCYX (60.97).
| 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 | 2.781 | 3.236 | 86% |
| 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 | 0.12 | 1,106% |
| Returns for 1 year | 8.46 | 1.66 | 510% |
| Returns for 3 years | 34.15 | 29.09 | 117% |
| Returns for 5 years | 66.66 | 60.97 | 109% |
| Returns for 10 years | 114.71 | 83.64 | 137% |
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