Interact to see
Advertisement
Advertisement
AOPAX vs OSMAX
AOPAX vs OSMAX Comparison
Open Charts AOPAX vs OSMAX
AOPAX vs OSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AOPAX vs. OSMAX 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 OSMAX is a Hold.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.39B vs. AOPAX (65.1M). AOPAX pays higher dividends than OSMAX: AOPAX (2.56) vs OSMAX (1.32). AOPAX was incepted earlier than OSMAX: AOPAX (16 years) vs OSMAX (29 years). AOPAX (1.83) is less costly to investors than OSMAX (1.42). AOPAX is a more actively managed with annual turnover of: 75.00 vs. OSMAX (52.00). 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 : 29.30 vs. OSMAX (-7.59). AOPAX return over 5 years is better than : 16.03 vs. OSMAX (-38.21).
| AOPAX | OSMAX | AOPAX / OSMAX | |
| Total Expense Ratio | 1.25 | 1.42 | 88% |
| Annual Report Gross Expense Ratio | 1.83 | 1.42 | 129% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 22.537 | 9.690 | 233% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.1M | 2.39B | 3% |
| Annual Yield % from dividends | 2.56 | 1.32 | 195% |
| Returns for 1 year | 29.30 | -7.59 | -386% |
| Returns for 3 years | 77.76 | 0.66 | 11,743% |
| Returns for 5 years | 16.03 | -38.21 | -42% |
| Returns for 10 years | 58.40 | 6.70 | 871% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KCOP | 25.45 | 0.28 | +1.11% |
| Kurv Copper & Mining Enhanced Income ETF | |||
| EVG | 10.53 | -0.03 | -0.28% |
| Eaton Vance Short Duration Diversified Income Fund | |||
| XT | 81.23 | -0.25 | -0.31% |
| iShares Future Exponential Techs ETF | |||
| IDUB | 28.29 | -0.18 | -0.63% |
| Aptus International Enhanced Yield ETF | |||
| SNPD | 29.93 | -0.38 | -1.25% |
| Xtrackers S&P Div Arstcrts Scrn ETF | |||