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OSCAX vs VRTIX
OSCAX vs VRTIX Comparison
Open Charts OSCAX vs VRTIX
Invesco Main Street Small Cap A
Price$22.58
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets2.39B
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
OSCAX vs VRTIX Comparison Chart in %
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OSCAX vs. VRTIX commentary
Dec 28, 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 OSCAX is a StrongBuy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. OSCAX (2.39B). VRTIX pays higher dividends than OSCAX: VRTIX (1.17) vs OSCAX (0.00). 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 : 11.46 vs. OSCAX (1.07). VRTIX return over 5 years is better than : 28.56 vs. OSCAX (20.66).
| 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 | 2.964 | 13.890 | 21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 14.3B | 17% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | 1.07 | 11.46 | 9% |
| Returns for 3 years | 28.82 | 46.71 | 62% |
| Returns for 5 years | 20.66 | 28.56 | 72% |
| Returns for 10 years | 87.41 | 128.00 | 68% |
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