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ALOIX vs OSCIX
ALOIX vs OSCIX Comparison
Open Charts ALOIX vs OSCIX
Virtus International S/C Instl
Price$31.65
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets45.5M
Invesco International Small-Mid Com R6
Price$38.67
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets3.44B
ALOIX vs OSCIX Comparison Chart
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ALOIX vs. OSCIX commentary
Apr 28, 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: 3.44B vs. ALOIX (45.5M). 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 : 7.20 vs. OSCIX (-3.01). ALOIX return over 5 years is better than : 24.22 vs. OSCIX (-1.38).
| 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 | 6.530 | 6.470 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5M | 3.44B | 1% |
| Annual Yield % from dividends | 3.36 | 1.85 | 182% |
| Returns for 1 year | 7.20 | -3.01 | -239% |
| Returns for 3 years | 22.68 | -5.50 | -413% |
| Returns for 5 years | 24.22 | -1.38 | -1,758% |
| Returns for 10 years | -3.30 | 16.71 | -20% |
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