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AOPAX vs OSMAX
AOPAX vs OSMAX Comparison
Open Charts AOPAX vs OSMAX
Virtus International S/C A
Price$31.06
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets47.08M
Invesco International Small-Mid Com A
Price$39.65
Change-$0.22 (-0.55%)
VolumeN/A
Net Assets3.51B
AOPAX vs OSMAX Comparison Chart
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AOPAX vs. OSMAX commentary
May 09, 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 Buy and OSMAX is a Buy.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 3.51B vs. AOPAX (47.1M). AOPAX pays higher dividends than OSMAX: AOPAX (3.06) vs OSMAX (1.33). 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 : 8.08 vs. OSMAX (-3.79). AOPAX return over 5 years is better than : 19.43 vs. OSMAX (-6.38).
| 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 | 9.986 | 9.203 | 109% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 3.51B | 1% |
| Annual Yield % from dividends | 3.06 | 1.33 | 231% |
| Returns for 1 year | 8.08 | -3.79 | -213% |
| Returns for 3 years | 28.36 | 0.63 | 4,466% |
| Returns for 5 years | 19.43 | -6.38 | -305% |
| Returns for 10 years | -2.71 | 14.20 | -19% |
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