AOPAX
Price
$32.55
Change
+$0.13 (+0.40%)
Updated
Jun 23 closing price
Net Assets
48.66M
OSMAX
Price
$41.61
Change
+$0.32 (+0.78%)
Updated
Jun 23 closing price
Net Assets
3.53B
Interact to see
Advertisement

AOPAX vs OSMAX

Header iconAOPAX vs OSMAX Comparison
Open Charts AOPAX vs OSMAXBanner chart's image
Virtus International S/C A
Price$32.55
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets48.66M
Invesco International Small-Mid Com A
Price$41.61
Change+$0.32 (+0.78%)
VolumeN/A
Net Assets3.53B
AOPAX vs OSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AOPAX vs. OSMAX commentary
Jun 25, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 3.53B vs. AOPAX (48.7M). AOPAX pays higher dividends than OSMAX: AOPAX (2.90) vs OSMAX (1.27). AOPAX was incepted earlier than OSMAX: AOPAX (15 years) vs OSMAX (28 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 : 12.03 vs. OSMAX (1.60). AOPAX return over 5 years is better than : 16.41 vs. OSMAX (-10.22).
AOPAXOSMAXAOPAX / OSMAX
Total Expense Ratio1.271.3793%
Annual Report Gross Expense Ratio1.871.37136%
Fund Existence15 years28 years-
Gain YTD14.39713.092110%
Front Load6%6%100%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets48.7M3.53B1%
Annual Yield % from dividends2.901.27228%
Returns for 1 year12.031.60754%
Returns for 3 years39.598.34475%
Returns for 5 years16.41-10.22-161%
Returns for 10 years1.7516.4511%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CRVRX8.260.11
+1.35%
NYLI CBRE Real Estate Fund Investor Cl
USLYX68.78N/A
N/A
JHancock U.S. Global Leaders Growth R2
GQLIX33.43N/A
N/A
GMO Quality I
LEICX22.06N/A
N/A
Federated Hermes Equity Income C
LEVOX11.36N/A
N/A
Lazard US Equity Concentrated Open