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ALOIX vs OSCIX
ALOIX vs OSCIX Comparison
Open Charts ALOIX vs OSCIX
Virtus International S/C Instl
Price$34.27
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets49.18M
Invesco International Small-Mid Com R6
Price$41.53
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets3.59B
ALOIX vs OSCIX Comparison Chart
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ALOIX vs. OSCIX commentary
Jun 06, 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 OSCIX is a Buy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.59B vs. ALOIX (49.2M). ALOIX pays higher dividends than OSCIX: ALOIX (3.06) vs OSCIX (1.69). ALOIX was incepted earlier than OSCIX: ALOIX (27 years) vs OSCIX (13 years). ALOIX (1.59) is less costly to investors than OSCIX (0.99). ALOIX is a more actively managed with annual turnover of: 110.00 vs. OSCIX (21.00). ALOIX (1000000) and OSCIX (1000000) have matching initial minimum investment requirements. ALOIX annual gain was more profitable for investors over the last year : 11.39 vs. OSCIX (0.28). ALOIX return over 5 years is better than : 13.15 vs. OSCIX (-9.47).
| ALOIX | OSCIX | ALOIX / OSCIX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.59 | 0.99 | 161% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 15.012 | 14.537 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.2M | 3.59B | 1% |
| Annual Yield % from dividends | 3.06 | 1.69 | 181% |
| Returns for 1 year | 11.39 | 0.28 | 4,021% |
| Returns for 3 years | 30.65 | 2.51 | 1,220% |
| Returns for 5 years | 13.15 | -9.47 | -139% |
| Returns for 10 years | 4.68 | 24.71 | 19% |
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