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AOPAX vs OSMYX
AOPAX vs OSMYX Comparison
Open Charts AOPAX vs OSMYX
AOPAX vs OSMYX Comparison Chart in %
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AOPAX vs. OSMYX 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 OSMYX is a Hold.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 2.39B vs. AOPAX (65.1M). AOPAX pays higher dividends than OSMYX: AOPAX (2.56) vs OSMYX (1.57). AOPAX was incepted earlier than OSMYX: AOPAX (16 years) vs OSMYX (21 years). AOPAX (1.83) is less costly to investors than OSMYX (1.18). AOPAX is a more actively managed with annual turnover of: 75.00 vs. OSMYX (52.00). OSMYX has a lower initial minimum investment than AOPAX: OSMYX (1000) vs AOPAX (2500). AOPAX annual gain was more profitable for investors over the last year : 29.30 vs. OSMYX (-7.54). AOPAX return over 5 years is better than : 16.03 vs. OSMYX (-37.69).
| AOPAX | OSMYX | AOPAX / OSMYX | |
| Total Expense Ratio | 1.25 | 1.18 | 106% |
| Annual Report Gross Expense Ratio | 1.83 | 1.18 | 155% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | 22.537 | 9.903 | 228% |
| 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 | 1.57 | 164% |
| Returns for 1 year | 29.30 | -7.54 | -389% |
| Returns for 3 years | 77.76 | 1.10 | 7,053% |
| Returns for 5 years | 16.03 | -37.69 | -43% |
| Returns for 10 years | 58.40 | 8.64 | 676% |
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