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AOPAX vs OSMCX
AOPAX vs OSMCX Comparison
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AOPAX vs OSMCX Comparison Chart in %
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AOPAX vs. OSMCX commentary
Jul 14, 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 StrongBuy and OSMCX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 2.35B vs. AOPAX (61.7M). AOPAX pays higher dividends than OSMCX: AOPAX (2.77) vs OSMCX (0.85). AOPAX was incepted earlier than OSMCX: AOPAX (16 years) vs OSMCX (29 years). OSMCX (2.18) is less costly to investors than AOPAX (1.83). AOPAX is a more actively managed with annual turnover of: 75.00 vs. OSMCX (52.00). 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 : 29.93 vs. OSMCX (-17.74). AOPAX return over 5 years is better than : 13.44 vs. OSMCX (-44.04).
| AOPAX | OSMCX | AOPAX / OSMCX | |
| Total Expense Ratio | 1.25 | 2.18 | 57% |
| Annual Report Gross Expense Ratio | 1.83 | 2.18 | 84% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 13.745 | 1.591 | 864% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.7M | 2.35B | 3% |
| Annual Yield % from dividends | 2.77 | 0.85 | 326% |
| Returns for 1 year | 29.93 | -17.74 | -169% |
| Returns for 3 years | 60.67 | -19.16 | -317% |
| Returns for 5 years | 13.44 | -44.04 | -31% |
| Returns for 10 years | 54.24 | -12.39 | -438% |
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