Ad is loading...
ALOIX vs OSMYX
ALOIX vs OSMYX Comparison
Open Charts ALOIX vs OSMYX
Virtus International S/C Instl
Price$30.92
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets45.19M
Invesco International Small-Mid Com Y
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets3.38B
ALOIX vs OSMYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ALOIX vs. OSMYX 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 OSMYX is a Hold.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 3.38B vs. ALOIX (45.2M). ALOIX pays higher dividends than OSMYX: ALOIX (3.36) vs OSMYX (1.68). ALOIX was incepted earlier than OSMYX: ALOIX (27 years) vs OSMYX (20 years). ALOIX (1.59) is less costly to investors than OSMYX (1.13). ALOIX is a more actively managed with annual turnover of: 110.00 vs. OSMYX (21.00). OSMYX has a lower initial minimum investment than ALOIX: OSMYX (1000) vs ALOIX (1000000). ALOIX annual gain was more profitable for investors over the last year : 2.97 vs. OSMYX (-10.95). ALOIX return over 5 years is better than : 37.46 vs. OSMYX (7.02).
| ALOIX | OSMYX | ALOIX / OSMYX | |
| Total Expense Ratio | 1.06 | 1.13 | 94% |
| Annual Report Gross Expense Ratio | 1.59 | 1.13 | 141% |
| Fund Existence | 27 years | 20 years | - |
| Gain YTD | 4.241 | 2.685 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.2M | 3.38B | 1% |
| Annual Yield % from dividends | 3.36 | 1.68 | 200% |
| Returns for 1 year | 2.97 | -10.95 | -27% |
| Returns for 3 years | 9.61 | -19.33 | -50% |
| Returns for 5 years | 37.46 | 7.02 | 534% |
| Returns for 10 years | -3.25 | 13.68 | -24% |
View a ticker or compare two or three
VS
VS
Ad is loading...