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OSCAX vs VRTIX
OSCAX vs VRTIX Comparison
Open Charts OSCAX vs VRTIX
Invesco Main Street Small Cap A
Price$22.77
Change-$0.53 (-2.27%)
VolumeN/A
Net Assets2.32B
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
OSCAX vs VRTIX Comparison Chart in %
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OSCAX vs. VRTIX commentary
Nov 14, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. OSCAX (2.32B). VRTIX pays higher dividends than OSCAX: VRTIX (1.18) 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 (12.00). 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 : 0.95 vs. OSCAX (-6.72). VRTIX return over 5 years is better than : 38.96 vs. OSCAX (34.43).
| 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 | 3.830 | 7.305 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 13.9B | 17% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -6.72 | 0.95 | -705% |
| Returns for 3 years | 25.97 | 29.64 | 88% |
| Returns for 5 years | 34.43 | 38.96 | 88% |
| Returns for 10 years | 90.39 | 115.38 | 78% |
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