Interact to see
Advertisement
Advertisement
FOPAX vs OSMAX
FOPAX vs OSMAX Comparison
Open Charts FOPAX vs OSMAX
FOPAX vs OSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOPAX vs. OSMAX commentary
Aug 24, 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 FOPAX is a Hold and OSMAX is a Hold.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.43B vs. FOPAX (1.65B). FOPAX pays higher dividends than OSMAX: FOPAX (1.69) vs OSMAX (1.36). FOPAX was incepted earlier than OSMAX: FOPAX (21 years) vs OSMAX (29 years). OSMAX (1.42) is less costly to investors than FOPAX (1.26). FOPAX (53.00) and OSMAX (52.00) have comparable annual turnover. FOPAX (6%) and OSMAX (6%) have equivalent initial investment costs. FOPAX has a lower initial minimum investment than OSMAX: FOPAX (0) vs OSMAX (1000). FOPAX annual gain was more profitable for investors over the last year : -1.46 vs. OSMAX (-7.19). FOPAX return over 5 years is better than : -14.56 vs. OSMAX (-35.40).
| FOPAX | OSMAX | FOPAX / OSMAX | |
| Total Expense Ratio | 1.26 | 1.42 | 89% |
| Annual Report Gross Expense Ratio | 1.26 | 1.42 | 89% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 6.761 | 10.028 | 67% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 2.43B | 68% |
| Annual Yield % from dividends | 1.69 | 1.36 | 124% |
| Returns for 1 year | -1.46 | -7.19 | 20% |
| Returns for 3 years | 30.24 | 0.87 | 3,468% |
| Returns for 5 years | -14.56 | -35.40 | 41% |
| Returns for 10 years | 53.57 | 5.34 | 1,004% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement