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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
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 2.39B vs. AOPAX (62.1M). AOPAX pays higher dividends than OSCIX: AOPAX (2.73) vs OSCIX (1.80). 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 : 31.39 vs. OSCIX (-8.63). AOPAX return over 5 years is better than : 12.99 vs. OSCIX (-35.91).
| 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 | 14.535 | 6.355 | 229% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.1M | 2.39B | 3% |
| Annual Yield % from dividends | 2.73 | 1.80 | 152% |
| Returns for 1 year | 31.39 | -8.63 | -364% |
| Returns for 3 years | 61.34 | -7.31 | -839% |
| Returns for 5 years | 12.99 | -35.91 | -36% |
| Returns for 10 years | 50.73 | 7.25 | 700% |
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