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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
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 OSMCX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 2.39B vs. AOPAX (65.1M). AOPAX pays higher dividends than OSMCX: AOPAX (2.56) vs OSMCX (0.79). 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 : 29.30 vs. OSMCX (-11.42). AOPAX return over 5 years is better than : 16.03 vs. OSMCX (-44.34).
| 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 | 22.537 | 9.129 | 247% |
| Front Load | 6% | N/A | - |
| 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 | 0.79 | 325% |
| Returns for 1 year | 29.30 | -11.42 | -257% |
| Returns for 3 years | 77.76 | -6.54 | -1,189% |
| Returns for 5 years | 16.03 | -44.34 | -36% |
| Returns for 10 years | 58.40 | -9.82 | -595% |
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