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AOPAX vs OSCIX
AOPAX vs OSCIX Comparison
Open Charts AOPAX vs OSCIX
Virtus International S/C A
Price$28.11
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets43.91M
Invesco International Small-Mid Com R6
Price$36.51
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets3.51B
AOPAX vs OSCIX Comparison Chart
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AOPAX vs. OSCIX commentary
Jan 19, 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 AOPAX is a Buy and OSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.51B vs. AOPAX (43.9M). AOPAX pays higher dividends than OSCIX: AOPAX (5.42) vs OSCIX (1.20). AOPAX was incepted earlier than OSCIX: AOPAX (15 years) vs OSCIX (13 years). AOPAX is a more actively managed with annual turnover of: 70.00 vs. OSCIX (26.00). AOPAX has a lower initial minimum investment than OSCIX: AOPAX (2500) vs OSCIX (1000000). AOPAX annual gain was more profitable for investors over the last year : 2.93 vs. OSCIX (-8.59). AOPAX return over 5 years is better than : -8.72 vs. OSCIX (-21.81).
| AOPAX | OSCIX | AOPAX / OSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | -0.812 | 0.523 | -155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9M | 3.51B | 1% |
| Annual Yield % from dividends | 5.42 | 1.20 | 451% |
| Returns for 1 year | 2.93 | -8.59 | -34% |
| Returns for 3 years | -6.91 | -25.26 | 27% |
| Returns for 5 years | -8.72 | -21.81 | 40% |
| Returns for 10 years | -0.11 | 20.85 | -1% |
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