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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
Sep 11, 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 Hold and OSCIX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.39B vs. AOPAX (65.1M). AOPAX pays higher dividends than OSCIX: AOPAX (2.56) vs OSCIX (1.74). 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 : 29.30 vs. OSCIX (-7.35). AOPAX return over 5 years is better than : 16.03 vs. OSCIX (-37.16).
| 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 | 22.537 | 9.986 | 226% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.1M | 2.39B | 3% |
| Annual Yield % from dividends | 2.56 | 1.74 | 147% |
| Returns for 1 year | 29.30 | -7.35 | -398% |
| Returns for 3 years | 77.76 | 1.67 | 4,667% |
| Returns for 5 years | 16.03 | -37.16 | -43% |
| Returns for 10 years | 58.40 | 10.48 | 557% |
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