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AOPAX vs OSCIX
AOPAX vs OSCIX Comparison
Open Charts AOPAX vs OSCIX
Virtus International S/C A
Price$31.06
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets47.08M
Invesco International Small-Mid Com R6
Price$39.51
Change-$0.21 (-0.53%)
VolumeN/A
Net Assets3.51B
AOPAX vs OSCIX Comparison Chart
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AOPAX vs. OSCIX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.51B vs. AOPAX (47.1M). AOPAX pays higher dividends than OSCIX: AOPAX (3.06) vs OSCIX (1.77). AOPAX was incepted earlier than OSCIX: AOPAX (15 years) vs OSCIX (13 years). AOPAX (1.87) is less costly to investors than OSCIX (0.99). AOPAX is a more actively managed with annual turnover of: 110.00 vs. OSCIX (21.00). 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 : 8.08 vs. OSCIX (-3.45). AOPAX return over 5 years is better than : 19.43 vs. OSCIX (-4.73).
| AOPAX | OSCIX | AOPAX / OSCIX | |
| Total Expense Ratio | 1.27 | 0.99 | 128% |
| Annual Report Gross Expense Ratio | 1.87 | 0.99 | 189% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 9.986 | 9.361 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 3.51B | 1% |
| Annual Yield % from dividends | 3.06 | 1.77 | 173% |
| Returns for 1 year | 8.08 | -3.45 | -234% |
| Returns for 3 years | 28.36 | 1.73 | 1,640% |
| Returns for 5 years | 19.43 | -4.73 | -411% |
| Returns for 10 years | -2.71 | 18.12 | -15% |
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