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AOPAX vs OSCIX
AOPAX vs OSCIX Comparison
Open Charts AOPAX vs OSCIX
Virtus International S/C A
Price$28.94
Change-$0.33 (-1.13%)
VolumeN/A
Net Assets44.69M
Invesco International Small-Mid Com R6
Price$38.60
Change-$0.21 (-0.54%)
VolumeN/A
Net Assets3.59B
AOPAX vs OSCIX Comparison Chart
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AOPAX vs. OSCIX commentary
Feb 23, 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 Hold and OSCIX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.59B vs. AOPAX (44.7M). 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 : 1.36 vs. OSCIX (-7.89). AOPAX return over 5 years is better than : -4.64 vs. OSCIX (-13.22).
| 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 | 2.117 | 6.278 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7M | 3.59B | 1% |
| Annual Yield % from dividends | 5.42 | 1.20 | 451% |
| Returns for 1 year | 1.36 | -7.89 | -17% |
| Returns for 3 years | 3.50 | -14.65 | -24% |
| Returns for 5 years | -4.64 | -13.22 | 35% |
| Returns for 10 years | -4.55 | 20.98 | -22% |
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