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CIOAX vs OSMCX
CIOAX vs OSMCX Comparison
Open Charts CIOAX vs OSMCX
Calvert International Opportunities A
Price$16.98
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets336.71M
Invesco International Small-Mid Com C
Price$32.09
Change-$0.11 (-0.34%)
VolumeN/A
Net Assets3.5B
CIOAX vs OSMCX Comparison Chart
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CIOAX vs. OSMCX commentary
Mar 12, 2025
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 CIOAX is a Hold and OSMCX is a Hold.
FUNDAMENTALS
Fundamentals
OSMCX has more cash in the bank: 3.5B vs. CIOAX (337M). CIOAX pays higher dividends than OSMCX: CIOAX (2.81) vs OSMCX (0.52). CIOAX was incepted earlier than OSMCX: CIOAX (18 years) vs OSMCX (27 years). OSMCX (2.13) is less costly to investors than CIOAX (1.34). CIOAX is a more actively managed with annual turnover of: 31.00 vs. OSMCX (21.00). CIOAX (1000) and OSMCX (1000) have matching initial minimum investment requirements. CIOAX annual gain was more profitable for investors over the last year : 3.47 vs. OSMCX (-11.35). CIOAX return over 5 years is better than : 27.91 vs. OSMCX (-5.05).
| CIOAX | OSMCX | CIOAX / OSMCX | |
| Total Expense Ratio | 1.34 | 2.13 | 63% |
| Annual Report Gross Expense Ratio | 1.34 | 2.13 | 63% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 4.434 | 6.840 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 337M | 3.5B | 10% |
| Annual Yield % from dividends | 2.81 | 0.52 | 537% |
| Returns for 1 year | 3.47 | -11.35 | -31% |
| Returns for 3 years | 4.65 | -13.18 | -35% |
| Returns for 5 years | 27.91 | -5.05 | -553% |
| Returns for 10 years | 27.74 | 5.02 | 553% |
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