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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
Jul 14, 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 StrongBuy and OSCIX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.35B vs. AOPAX (61.7M). AOPAX pays higher dividends than OSCIX: AOPAX (2.77) vs OSCIX (1.89). AOPAX was incepted earlier than OSCIX: AOPAX (16 years) vs OSCIX (15 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 : 29.93 vs. OSCIX (-13.96). AOPAX return over 5 years is better than : 13.44 vs. OSCIX (-36.83).
| 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 | 15 years | - |
| Gain YTD | 13.745 | 2.213 | 621% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.7M | 2.35B | 3% |
| Annual Yield % from dividends | 2.77 | 1.89 | 147% |
| Returns for 1 year | 29.93 | -13.96 | -214% |
| Returns for 3 years | 60.67 | -12.06 | -503% |
| Returns for 5 years | 13.44 | -36.83 | -36% |
| Returns for 10 years | 54.24 | 7.36 | 737% |
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