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OSSIX vs VSCPX
OSSIX vs VSCPX Comparison
Open Charts OSSIX vs VSCPX
Invesco Main Street Small Cap R6
Price$23.27
Change+$0.13 (+0.56%)
VolumeN/A
Net Assets2.11B
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
OSSIX vs VSCPX Comparison Chart in %
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OSSIX vs. VSCPX commentary
Jul 07, 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 OSSIX is a Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. OSSIX (2.11B). VSCPX pays higher dividends than OSSIX: VSCPX (1.42) vs OSSIX (0.24). OSSIX was incepted earlier than VSCPX: OSSIX (12 years) vs VSCPX (15 years). OSSIX (0.69) is less costly to investors than VSCPX (0.03). OSSIX is a more actively managed with annual turnover of: 41.00 vs. VSCPX (13.00). OSSIX has a lower initial minimum investment than VSCPX: OSSIX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 12.26 vs. OSSIX (8.33). VSCPX (69.56) and OSSIX (69.15) have equivalent 5 years return.
| OSSIX | VSCPX | OSSIX / VSCPX | |
| Total Expense Ratio | 0.69 | 0.03 | 2,300% |
| Annual Report Gross Expense Ratio | 0.69 | 0.03 | 2,300% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 4.163 | 1.452 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 148B | 1% |
| Annual Yield % from dividends | 0.24 | 1.42 | 17% |
| Returns for 1 year | 8.33 | 12.26 | 68% |
| Returns for 3 years | 36.78 | 37.96 | 97% |
| Returns for 5 years | 69.15 | 69.56 | 99% |
| Returns for 10 years | 82.07 | 109.40 | 75% |