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ALOIX vs OSCIX
ALOIX vs OSCIX Comparison
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ALOIX vs OSCIX Comparison Chart in %
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ALOIX vs. OSCIX commentary
Sep 11, 2026
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: 2.39B vs. ALOIX (65.1M). ALOIX pays higher dividends than OSCIX: ALOIX (2.43) vs OSCIX (1.74). ALOIX was incepted earlier than OSCIX: ALOIX (29 years) vs OSCIX (15 years). ALOIX (1.55) is less costly to investors than OSCIX (1.01). ALOIX is a more actively managed with annual turnover of: 75.00 vs. OSCIX (52.00). ALOIX (1000000) and OSCIX (1000000) have matching initial minimum investment requirements. ALOIX annual gain was more profitable for investors over the last year : 29.70 vs. OSCIX (-7.35). ALOIX return over 5 years is better than : 18.00 vs. OSCIX (-37.16).
| ALOIX | OSCIX | ALOIX / OSCIX | |
| Total Expense Ratio | 1.04 | 1.01 | 103% |
| Annual Report Gross Expense Ratio | 1.55 | 1.01 | 153% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 22.719 | 9.986 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.1M | 2.39B | 3% |
| Annual Yield % from dividends | 2.43 | 1.74 | 140% |
| Returns for 1 year | 29.70 | -7.35 | -404% |
| Returns for 3 years | 79.02 | 1.67 | 4,743% |
| Returns for 5 years | 18.00 | -37.16 | -48% |
| Returns for 10 years | 60.84 | 10.48 | 581% |
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