Interact to see
Advertisement
Advertisement
APHJX vs OSCIX
APHJX vs OSCIX Comparison
Open Charts APHJX vs OSCIX
APHJX vs OSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APHJX vs. OSCIX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
APHJX has more cash in the bank: 2.58B vs. OSCIX (2.43B). OSCIX pays higher dividends than APHJX: OSCIX (1.80) vs APHJX (0.60). 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 : 10.74 vs. OSCIX (-6.96). APHJX return over 5 years is better than : 1.67 vs. OSCIX (-34.32).
| 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 | 11.430 | 10.298 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 2.43B | 106% |
| Annual Yield % from dividends | 0.60 | 1.80 | 34% |
| Returns for 1 year | 10.74 | -6.96 | -154% |
| Returns for 3 years | 32.96 | 1.88 | 1,755% |
| Returns for 5 years | 1.67 | -34.32 | -5% |
| Returns for 10 years | -4.04 | 9.09 | -44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers