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NAESX vs OSCYX
NAESX vs OSCYX Comparison
Open Charts NAESX vs OSCYX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Invesco Main Street Small Cap Y
Price$23.88
Change+$0.25 (+1.06%)
VolumeN/A
Net Assets2.25B
NAESX vs OSCYX Comparison Chart in %
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NAESX vs. OSCYX commentary
Sep 08, 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 OSCYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. OSCYX (2.25B). NAESX pays higher dividends than OSCYX: NAESX (1.20) vs OSCYX (0.11). 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 : 13.62 vs. OSCYX (7.09). NAESX return over 5 years is better than : 66.60 vs. OSCYX (59.76).
| 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 | 6.494 | 7.551 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 2.25B | 7,143% |
| Annual Yield % from dividends | 1.20 | 0.11 | 1,097% |
| Returns for 1 year | 13.62 | 7.09 | 192% |
| Returns for 3 years | 39.23 | 37.31 | 105% |
| Returns for 5 years | 66.60 | 59.76 | 111% |
| Returns for 10 years | 132.36 | 99.22 | 133% |
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