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OSCYX vs VRTIX
OSCYX vs VRTIX Comparison
Open Charts OSCYX vs VRTIX
Invesco Main Street Small Cap Y
Price$23.14
Change-$0.54 (-2.28%)
VolumeN/A
Net Assets2.32B
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
OSCYX vs VRTIX Comparison Chart in %
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OSCYX 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 OSCYX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. OSCYX (2.32B). VRTIX pays higher dividends than OSCYX: VRTIX (1.18) vs OSCYX (0.11). 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 (12.00). 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 : 2.86 vs. OSCYX (-6.44). VRTIX return over 5 years is better than : 42.91 vs. OSCYX (36.28).
| 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 | 4.000 | 10.359 | 39% |
| Front Load | N/A | 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 | 0.11 | 1.18 | 9% |
| Returns for 1 year | -6.44 | 2.86 | -226% |
| Returns for 3 years | 27.01 | 31.84 | 85% |
| Returns for 5 years | 36.28 | 42.91 | 85% |
| Returns for 10 years | 95.17 | 123.36 | 77% |
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