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ALOIX vs OSCIX
ALOIX vs OSCIX Comparison
Open Charts ALOIX vs OSCIX
Virtus International S/C Instl
Price$35.11
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets50.4M
Invesco International Small-Mid Com R6
Price$42.98
Change-$0.10 (-0.23%)
VolumeN/A
Net Assets3.67B
ALOIX vs OSCIX Comparison Chart in %
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ALOIX vs. OSCIX commentary
Jul 03, 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: 3.67B vs. ALOIX (50.4M). ALOIX pays higher dividends than OSCIX: ALOIX (2.96) vs OSCIX (1.62). 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 : 15.41 vs. OSCIX (7.46). ALOIX return over 5 years is better than : 20.19 vs. OSCIX (-5.74).
| 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 | 18.108 | 18.612 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.4M | 3.67B | 1% |
| Annual Yield % from dividends | 2.96 | 1.62 | 183% |
| Returns for 1 year | 15.41 | 7.46 | 206% |
| Returns for 3 years | 48.29 | 16.99 | 284% |
| Returns for 5 years | 20.19 | -5.74 | -352% |
| Returns for 10 years | 7.61 | 27.16 | 28% |
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