Ad is loading...
ALOIX vs OSMCX
ALOIX vs OSMCX Comparison
Open Charts ALOIX vs OSMCX
Virtus International S/C Instl
Price$30.42
Change-$0.50 (-1.62%)
VolumeN/A
Net Assets45.11M
Invesco International Small-Mid Com C
Price$31.14
Change-$0.51 (-1.61%)
VolumeN/A
Net Assets3.38B
ALOIX vs OSMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ALOIX vs. OSMCX commentary
Apr 04, 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 OSMCX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 3.38B vs. ALOIX (45.1M). ALOIX pays higher dividends than OSMCX: ALOIX (3.36) vs OSMCX (0.53). ALOIX was incepted earlier than OSMCX: ALOIX (27 years) vs OSMCX (27 years). OSMCX (2.13) is less costly to investors than ALOIX (1.59). ALOIX is a more actively managed with annual turnover of: 110.00 vs. OSMCX (21.00). OSMCX has a lower initial minimum investment than ALOIX: OSMCX (1000) vs ALOIX (1000000). ALOIX annual gain was more profitable for investors over the last year : 2.35 vs. OSMCX (-12.99). ALOIX return over 5 years is better than : 37.24 vs. OSMCX (-1.99).
| ALOIX | OSMCX | ALOIX / OSMCX | |
| Total Expense Ratio | 1.06 | 2.13 | 50% |
| Annual Report Gross Expense Ratio | 1.59 | 2.13 | 75% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 4.073 | 2.593 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1M | 3.38B | 1% |
| Annual Yield % from dividends | 3.36 | 0.53 | 635% |
| Returns for 1 year | 2.35 | -12.99 | -18% |
| Returns for 3 years | 8.94 | -23.58 | -38% |
| Returns for 5 years | 37.24 | -1.99 | -1,867% |
| Returns for 10 years | -4.52 | -3.28 | 138% |
View a ticker or compare two or three
VS
VS
Ad is loading...