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NAESX vs OSCYX
NAESX vs OSCYX Comparison
Open Charts NAESX vs OSCYX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Invesco Main Street Small Cap Y
Price$23.27
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets2.25B
NAESX vs OSCYX Comparison Chart in %
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NAESX vs. OSCYX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. OSCYX (2.25B). NAESX pays higher dividends than OSCYX: NAESX (1.23) 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 : 4.92 vs. OSCYX (-1.62). NAESX return over 5 years is better than : 55.28 vs. OSCYX (47.31).
| 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 | 5.577 | 4.584 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 2.25B | 7,197% |
| Annual Yield % from dividends | 1.23 | 0.11 | 1,111% |
| Returns for 1 year | 4.92 | -1.62 | -303% |
| Returns for 3 years | 41.91 | 34.98 | 120% |
| Returns for 5 years | 55.28 | 47.31 | 117% |
| Returns for 10 years | 130.16 | 95.47 | 136% |
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