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ALOIX vs INSLX
ALOIX vs INSLX Comparison
Open Charts ALOIX vs INSLX
Virtus International S/C Instl
Price$30.42
Change-$0.50 (-1.62%)
VolumeN/A
Net Assets45.11M
Invesco International Small-Mid Com R5
Price$37.19
Change-$0.61 (-1.61%)
VolumeN/A
Net Assets3.38B
ALOIX vs INSLX Comparison Chart
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ALOIX vs. INSLX commentary
Apr 04, 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 ALOIX is a Buy and INSLX is a Hold.
FUNDAMENTALS
Fundamentals
INSLX has more cash in the bank: 3.38B vs. ALOIX (45.1M). ALOIX pays higher dividends than INSLX: ALOIX (3.36) vs INSLX (1.74). ALOIX was incepted earlier than INSLX: ALOIX (27 years) vs INSLX (6 years). ALOIX (1.59) is less costly to investors than INSLX (1.06). ALOIX is a more actively managed with annual turnover of: 110.00 vs. INSLX (21.00). ALOIX (1000000) and INSLX (1000000) have matching initial minimum investment requirements. ALOIX annual gain was more profitable for investors over the last year : 2.97 vs. INSLX (-10.77). ALOIX return over 5 years is better than : 37.46 vs. INSLX (8.00).
| ALOIX | INSLX | ALOIX / INSLX | |
| Total Expense Ratio | 1.06 | 1.06 | 100% |
| Annual Report Gross Expense Ratio | 1.59 | 1.06 | 150% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 4.241 | 2.723 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1M | 3.38B | 1% |
| Annual Yield % from dividends | 3.36 | 1.74 | 193% |
| Returns for 1 year | 2.97 | -10.77 | -28% |
| Returns for 3 years | 9.61 | -18.94 | -51% |
| Returns for 5 years | 37.46 | 8.00 | 469% |
| Returns for 10 years | -3.25 | N/A | - |
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