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OSCAX vs VSMAX
OSCAX vs VSMAX Comparison
Open Charts OSCAX vs VSMAX
Invesco Main Street Small Cap A
Price$23.17
Change+$0.25 (+1.09%)
VolumeN/A
Net Assets2.21B
Vanguard Small Cap Index Admiral Shares
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
OSCAX vs VSMAX Comparison Chart in %
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OSCAX vs. VSMAX commentary
Sep 27, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. OSCAX (2.21B). VSMAX pays higher dividends than OSCAX: VSMAX (1.31) vs OSCAX (0.00). OSCAX was incepted earlier than VSMAX: OSCAX (12 years) vs VSMAX (25 years). OSCAX (1.08) is less costly to investors than VSMAX (0.05). OSCAX is a more actively managed with annual turnover of: 41.00 vs. VSMAX (13.00). OSCAX has a lower initial minimum investment than VSMAX: OSCAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.03 vs. OSCAX (-0.69). VSMAX return over 5 years is better than : 71.73 vs. OSCAX (61.19).
| OSCAX | VSMAX | OSCAX / VSMAX | |
| Total Expense Ratio | 1.08 | 0.05 | 2,160% |
| Annual Report Gross Expense Ratio | 1.08 | 0.05 | 2,160% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 4.514 | 6.240 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 161B | 1% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -0.69 | 8.03 | -9% |
| Returns for 3 years | 41.92 | 50.82 | 82% |
| Returns for 5 years | 61.19 | 71.73 | 85% |
| Returns for 10 years | 103.23 | 148.94 | 69% |
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