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OSCYX vs VRTIX
OSCYX vs VRTIX Comparison
Open Charts OSCYX vs VRTIX
Invesco Main Street Small Cap Y
Price$23.82
Change+$0.35 (+1.49%)
VolumeN/A
Net Assets2.49B
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
OSCYX vs VRTIX Comparison Chart in %
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OSCYX 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 OSCYX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. OSCYX (2.49B). VRTIX pays higher dividends than OSCYX: VRTIX (1.19) vs OSCYX (0.39). OSCYX was incepted earlier than VRTIX: OSCYX (13 years) vs VRTIX (15 years). OSCYX (0.83) is less costly to investors than VRTIX (0.07). OSCYX is a more actively managed with annual turnover of: 41.00 vs. VRTIX (14.00). OSCYX has a lower initial minimum investment than VRTIX: OSCYX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 17.71 vs. OSCYX (4.20). VRTIX return over 5 years is better than : 22.38 vs. OSCYX (17.83).
| OSCYX | VRTIX | OSCYX / VRTIX | |
| Total Expense Ratio | 0.83 | 0.07 | 1,186% |
| Annual Report Gross Expense Ratio | 0.83 | 0.07 | 1,186% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 6.102 | 6.757 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.49B | 14.3B | 17% |
| Annual Yield % from dividends | 0.39 | 1.19 | 33% |
| Returns for 1 year | 4.20 | 17.71 | 24% |
| Returns for 3 years | 21.13 | 35.16 | 60% |
| Returns for 5 years | 17.83 | 22.38 | 80% |
| Returns for 10 years | 129.17 | 180.76 | 71% |
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