Ad is loading...
ALOIX vs OSCIX
ALOIX vs OSCIX Comparison
Open Charts ALOIX vs OSCIX
Virtus International S/C Instl
Price$30.35
Change-$0.34 (-1.11%)
VolumeN/A
Net Assets44.69M
Invesco International Small-Mid Com R6
Price$38.60
Change-$0.21 (-0.54%)
VolumeN/A
Net Assets3.59B
ALOIX vs OSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ALOIX vs. OSCIX commentary
Feb 23, 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 Hold and OSCIX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.59B vs. ALOIX (44.7M). 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 : 1.57 vs. OSCIX (-7.89). ALOIX return over 5 years is better than : -3.09 vs. OSCIX (-13.22).
| 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 | 2.154 | 6.278 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7M | 3.59B | 1% |
| Annual Yield % from dividends | 4.71 | 1.20 | 392% |
| Returns for 1 year | 1.57 | -7.89 | -20% |
| Returns for 3 years | 4.17 | -14.65 | -28% |
| Returns for 5 years | -3.09 | -13.22 | 23% |
| Returns for 10 years | -2.60 | 20.98 | -12% |
View a ticker or compare two or three
VS
VS
Ad is loading...