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ALOIX vs OSCIX
ALOIX vs OSCIX Comparison
Open Charts ALOIX vs OSCIX
Virtus International S/C Instl
Price$29.47
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets43.91M
Invesco International Small-Mid Com R6
Price$36.51
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets3.51B
ALOIX vs OSCIX Comparison Chart
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ALOIX vs. OSCIX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.51B vs. ALOIX (43.9M). ALOIX pays higher dividends than OSCIX: ALOIX (4.71) vs OSCIX (1.20). ALOIX was incepted earlier than OSCIX: ALOIX (27 years) vs OSCIX (13 years). ALOIX is a more actively managed with annual turnover of: 70.00 vs. OSCIX (26.00). ALOIX (1000000) and OSCIX (1000000) have matching initial minimum investment requirements. ALOIX annual gain was more profitable for investors over the last year : 3.13 vs. OSCIX (-8.59). ALOIX return over 5 years is better than : -7.28 vs. OSCIX (-21.81).
| ALOIX | OSCIX | ALOIX / OSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | -0.808 | 0.523 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9M | 3.51B | 1% |
| Annual Yield % from dividends | 4.71 | 1.20 | 392% |
| Returns for 1 year | 3.13 | -8.59 | -36% |
| Returns for 3 years | -6.33 | -25.26 | 25% |
| Returns for 5 years | -7.28 | -21.81 | 33% |
| Returns for 10 years | 1.94 | 20.85 | 9% |
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