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OSCAX vs VRTIX
OSCAX vs VRTIX Comparison
Open Charts OSCAX vs VRTIX
Invesco Main Street Small Cap A
Price$23.60
Change+$0.19 (+0.81%)
VolumeN/A
Net Assets2.52B
Vanguard Russell 2000 Index I
Price$402.83
Change-$3.67 (-0.90%)
VolumeN/A
Net Assets14.31B
OSCAX vs VRTIX Comparison Chart in %
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OSCAX vs. VRTIX 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 OSCAX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. OSCAX (2.52B). VRTIX pays higher dividends than OSCAX: VRTIX (1.19) vs OSCAX (0.29). OSCAX was incepted earlier than VRTIX: OSCAX (13 years) vs VRTIX (15 years). OSCAX (1.08) is less costly to investors than VRTIX (0.07). OSCAX is a more actively managed with annual turnover of: 41.00 vs. VRTIX (14.00). OSCAX has a lower initial minimum investment than VRTIX: OSCAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 15.02 vs. OSCAX (3.86). VRTIX return over 5 years is better than : 19.59 vs. OSCAX (16.20).
| OSCAX | VRTIX | OSCAX / VRTIX | |
| Total Expense Ratio | 1.08 | 0.07 | 1,543% |
| Annual Report Gross Expense Ratio | 1.08 | 0.07 | 1,543% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 6.932 | 5.794 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 14.3B | 18% |
| Annual Yield % from dividends | 0.29 | 1.19 | 25% |
| Returns for 1 year | 3.86 | 15.02 | 26% |
| Returns for 3 years | 20.99 | 33.94 | 62% |
| Returns for 5 years | 16.20 | 19.59 | 83% |
| Returns for 10 years | 124.21 | 178.23 | 70% |
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