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APHJX vs OSCIX
APHJX vs OSCIX Comparison
Open Charts APHJX vs OSCIX
APHJX vs OSCIX Comparison Chart in %
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APHJX vs. OSCIX commentary
Sep 13, 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 APHJX is a Hold and OSCIX is a Buy.
FUNDAMENTALS
Fundamentals
APHJX has more cash in the bank: 2.66B vs. OSCIX (2.34B). OSCIX pays higher dividends than APHJX: OSCIX (1.74) vs APHJX (0.58). APHJX was incepted earlier than OSCIX: APHJX (10 years) vs OSCIX (15 years). APHJX (1.08) is less costly to investors than OSCIX (1.01). OSCIX is a more actively managed with annual turnover of: 52.00 vs. APHJX (34.42). APHJX (1000000) and OSCIX (1000000) have matching initial minimum investment requirements. APHJX annual gain was more profitable for investors over the last year : 5.48 vs. OSCIX (-10.15). APHJX return over 5 years is better than : -5.29 vs. OSCIX (-38.31).
| APHJX | OSCIX | APHJX / OSCIX | |
| Total Expense Ratio | 1.08 | 1.01 | 107% |
| Annual Report Gross Expense Ratio | 1.08 | 1.01 | 107% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 8.560 | 7.972 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 2.34B | 114% |
| Annual Yield % from dividends | 0.58 | 1.74 | 33% |
| Returns for 1 year | 5.48 | -10.15 | -54% |
| Returns for 3 years | 30.09 | 0.58 | 5,167% |
| Returns for 5 years | -5.29 | -38.31 | 14% |
| Returns for 10 years | -5.86 | 9.16 | -64% |
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