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ALOIX vs OSCIX
ALOIX vs OSCIX Comparison
Open Charts ALOIX vs OSCIX
Virtus International S/C Instl
Price$38.19
Change-$0.20 (-0.52%)
VolumeN/A
Net Assets54.82M
Invesco International Small-Mid Com R6
Price$43.31
Change-$0.13 (-0.30%)
VolumeN/A
Net Assets3.66B
ALOIX vs OSCIX Comparison Chart in %
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ALOIX vs. OSCIX commentary
Sep 18, 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 StrongBuy and OSCIX is a Buy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.66B vs. ALOIX (54.8M). ALOIX pays higher dividends than OSCIX: ALOIX (2.82) vs OSCIX (1.64). ALOIX was incepted earlier than OSCIX: ALOIX (28 years) vs OSCIX (14 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 : 22.49 vs. OSCIX (-1.57). ALOIX return over 5 years is better than : 21.29 vs. OSCIX (-14.33).
| ALOIX | OSCIX | ALOIX / OSCIX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.59 | 0.99 | 161% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 29.216 | 19.604 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.8M | 3.66B | 1% |
| Annual Yield % from dividends | 2.82 | 1.64 | 172% |
| Returns for 1 year | 22.49 | -1.57 | -1,429% |
| Returns for 3 years | 64.51 | 23.44 | 275% |
| Returns for 5 years | 21.29 | -14.33 | -149% |
| Returns for 10 years | 21.98 | 29.76 | 74% |
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