Ad is loading...
AOPAX vs OSMCX
AOPAX vs OSMCX Comparison
Open Charts AOPAX vs OSMCX
Virtus International S/C A
Price$26.55
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets40.32M
Invesco International Small-Mid Com C
Price$29.13
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets3.38B
AOPAX vs OSMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AOPAX vs. OSMCX 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 OSMCX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 3.38B vs. AOPAX (40.3M). AOPAX pays higher dividends than OSMCX: AOPAX (3.19) vs OSMCX (0.53). AOPAX was incepted earlier than OSMCX: AOPAX (15 years) vs OSMCX (27 years). OSMCX (2.13) is less costly to investors than AOPAX (1.87). AOPAX is a more actively managed with annual turnover of: 110.00 vs. OSMCX (21.00). OSMCX has a lower initial minimum investment than AOPAX: OSMCX (1000) vs AOPAX (2500). AOPAX annual gain was more profitable for investors over the last year : -8.86 vs. OSMCX (-19.89). AOPAX return over 5 years is better than : 7.42 vs. OSMCX (-17.77).
| AOPAX | OSMCX | AOPAX / OSMCX | |
| Total Expense Ratio | 1.27 | 2.13 | 60% |
| Annual Report Gross Expense Ratio | 1.87 | 2.13 | 88% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -6.845 | -5.802 | 118% |
| Front Load | 6% | N/A | - |
| 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 | 0.53 | 602% |
| Returns for 1 year | -8.86 | -19.89 | 45% |
| Returns for 3 years | -0.01 | -27.32 | 0% |
| Returns for 5 years | 7.42 | -17.77 | -42% |
| Returns for 10 years | -16.60 | -11.96 | 139% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers