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ALOIX vs OSCIX
ALOIX vs OSCIX Comparison
Open Charts ALOIX vs OSCIX
Virtus International S/C Instl
Price$30.92
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets45.19M
Invesco International Small-Mid Com R6
Price$37.38
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets3.38B
ALOIX vs OSCIX Comparison Chart
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ALOIX vs. OSCIX 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 OSCIX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.38B vs. ALOIX (45.2M). ALOIX pays higher dividends than OSCIX: ALOIX (3.36) vs OSCIX (1.85). 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 : 2.97 vs. OSCIX (-10.78). ALOIX return over 5 years is better than : 37.46 vs. OSCIX (7.89).
| 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 | 4.241 | 2.726 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.2M | 3.38B | 1% |
| Annual Yield % from dividends | 3.36 | 1.85 | 182% |
| Returns for 1 year | 2.97 | -10.78 | -28% |
| Returns for 3 years | 9.61 | -18.94 | -51% |
| Returns for 5 years | 37.46 | 7.89 | 475% |
| Returns for 10 years | -3.25 | 15.46 | -21% |
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