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AOPAX vs OSMAX
AOPAX vs OSMAX Comparison
Open Charts AOPAX vs OSMAX
Virtus International S/C A
Price$26.55
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets40.32M
Invesco International Small-Mid Com A
Price$34.55
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets3.38B
AOPAX vs OSMAX Comparison Chart
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AOPAX vs. OSMAX 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 OSMAX is a Hold.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 3.38B vs. AOPAX (40.3M). AOPAX pays higher dividends than OSMAX: AOPAX (3.19) vs OSMAX (1.39). AOPAX was incepted earlier than OSMAX: AOPAX (15 years) vs OSMAX (27 years). AOPAX (1.87) is less costly to investors than OSMAX (1.37). AOPAX is a more actively managed with annual turnover of: 110.00 vs. OSMAX (21.00). AOPAX (6%) and OSMAX (6%) have equivalent initial investment costs. OSMAX has a lower initial minimum investment than AOPAX: OSMAX (1000) vs AOPAX (2500). AOPAX annual gain was more profitable for investors over the last year : -8.86 vs. OSMAX (-18.11). AOPAX return over 5 years is better than : 7.42 vs. OSMAX (-10.85).
| AOPAX | OSMAX | AOPAX / OSMAX | |
| Total Expense Ratio | 1.27 | 1.37 | 93% |
| Annual Report Gross Expense Ratio | 1.87 | 1.37 | 136% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -6.845 | -5.588 | 123% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.3M | 3.38B | 1% |
| Annual Yield % from dividends | 3.19 | 1.39 | 229% |
| Returns for 1 year | -8.86 | -18.11 | 49% |
| Returns for 3 years | -0.01 | -24.32 | 0% |
| Returns for 5 years | 7.42 | -10.85 | -68% |
| Returns for 10 years | -16.60 | 0.56 | -2,945% |
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