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OSSIX vs VSCPX
OSSIX vs VSCPX Comparison
Open Charts OSSIX vs VSCPX
Invesco Main Street Small Cap R6
Price$22.10
Change-$0.41 (-1.82%)
VolumeN/A
Net Assets1.99B
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
OSSIX vs VSCPX Comparison Chart
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OSSIX vs. VSCPX commentary
Jun 15, 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. OSSIX (1.99B). VSCPX pays higher dividends than OSSIX: VSCPX (1.50) vs OSSIX (0.25). 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 : 5.23 vs. OSSIX (2.69). OSSIX (64.76) and VSCPX (63.41) 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 | -1.074 | -4.355 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 148B | 1% |
| Annual Yield % from dividends | 0.25 | 1.50 | 17% |
| Returns for 1 year | 2.69 | 5.23 | 51% |
| Returns for 3 years | 32.98 | 31.39 | 105% |
| Returns for 5 years | 64.76 | 63.41 | 102% |
| Returns for 10 years | 70.98 | 93.45 | 76% |
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