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AOPAX vs OSCIX
AOPAX vs OSCIX Comparison
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AOPAX vs OSCIX Comparison Chart in %
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AOPAX vs. OSCIX commentary
Jun 03, 2026
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: 2.42B vs. AOPAX (62.6M). AOPAX pays higher dividends than OSCIX: AOPAX (2.71) vs OSCIX (1.86). AOPAX was incepted earlier than OSCIX: AOPAX (16 years) vs OSCIX (14 years). AOPAX (1.83) is less costly to investors than OSCIX (1.01). AOPAX is a more actively managed with annual turnover of: 75.00 vs. OSCIX (52.00). 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 : 33.22 vs. OSCIX (-11.88). AOPAX return over 5 years is better than : 14.77 vs. OSCIX (-33.39).
| AOPAX | OSCIX | AOPAX / OSCIX | |
| Total Expense Ratio | 1.25 | 1.01 | 124% |
| Annual Report Gross Expense Ratio | 1.83 | 1.01 | 181% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 15.079 | 1.816 | 831% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 2.42B | 3% |
| Annual Yield % from dividends | 2.71 | 1.86 | 145% |
| Returns for 1 year | 33.22 | -11.88 | -280% |
| Returns for 3 years | 74.58 | -11.31 | -660% |
| Returns for 5 years | 14.77 | -33.39 | -44% |
| Returns for 10 years | 45.11 | 3.02 | 1,494% |
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