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AOPAX vs OSCIX
AOPAX vs OSCIX Comparison
Open Charts AOPAX vs OSCIX
Virtus International S/C A
Price$26.55
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets40.32M
Invesco International Small-Mid Com R6
Price$34.41
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets3.38B
AOPAX vs OSCIX Comparison Chart
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AOPAX vs. OSCIX commentary
Apr 10, 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: 3.38B vs. AOPAX (40.3M). AOPAX pays higher dividends than OSCIX: AOPAX (3.19) vs OSCIX (1.85). 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 : -8.86 vs. OSCIX (-17.83). AOPAX return over 5 years is better than : 7.42 vs. OSCIX (-9.29).
| 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 | -6.845 | -5.479 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.3M | 3.38B | 1% |
| Annual Yield % from dividends | 3.19 | 1.85 | 172% |
| Returns for 1 year | -8.86 | -17.83 | 50% |
| Returns for 3 years | -0.01 | -23.50 | 0% |
| Returns for 5 years | 7.42 | -9.29 | -80% |
| Returns for 10 years | -16.60 | 4.02 | -413% |
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