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ALOIX vs OSCIX
ALOIX vs OSCIX Comparison
Open Charts ALOIX vs OSCIX
Virtus International S/C Instl
Price$31.25
Change-$0.29 (-0.92%)
VolumeN/A
CapitalizationN/A
Invesco International Small-Mid Com R6
Price$37.29
Change-$0.27 (-0.72%)
VolumeN/A
CapitalizationN/A
ALOIX vs OSCIX Comparison Chart
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ALOIX vs. OSCIX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.73B vs. ALOIX (45.3M). 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 : 8.08 vs. OSCIX (-8.53). ALOIX return over 5 years is better than : -2.86 vs. OSCIX (-18.58).
| 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 | 5.344 | -11.262 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3M | 3.73B | 1% |
| Annual Yield % from dividends | 4.71 | 1.20 | 392% |
| Returns for 1 year | 8.08 | -8.53 | -95% |
| Returns for 3 years | -5.15 | -28.82 | 18% |
| Returns for 5 years | -2.86 | -18.58 | 15% |
| Returns for 10 years | 6.88 | 24.27 | 28% |
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