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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
Aug 03, 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 Buy and OSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.39B vs. ALOIX (62.1M). ALOIX pays higher dividends than OSCIX: ALOIX (2.59) vs OSCIX (1.80). 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 : 31.75 vs. OSCIX (-8.63). ALOIX return over 5 years is better than : 14.91 vs. OSCIX (-35.91).
| 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 | 14.681 | 6.355 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.1M | 2.39B | 3% |
| Annual Yield % from dividends | 2.59 | 1.80 | 144% |
| Returns for 1 year | 31.75 | -8.63 | -368% |
| Returns for 3 years | 62.53 | -7.31 | -855% |
| Returns for 5 years | 14.91 | -35.91 | -42% |
| Returns for 10 years | 53.10 | 7.25 | 733% |
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