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FOPAX vs OSMAX
FOPAX vs OSMAX Comparison
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FOPAX vs OSMAX Comparison Chart in %
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FOPAX vs. OSMAX commentary
Jun 04, 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 Buy and OSMAX is a Buy.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.42B vs. FOPAX (1.72B). FOPAX pays higher dividends than OSMAX: FOPAX (1.64) vs OSMAX (1.41). 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 : 5.11 vs. OSMAX (-11.59). FOPAX return over 5 years is better than : -9.72 vs. OSMAX (-35.32).
| 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 | 6.995 | 1.577 | 443% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 2.42B | 71% |
| Annual Yield % from dividends | 1.64 | 1.41 | 117% |
| Returns for 1 year | 5.11 | -11.59 | -44% |
| Returns for 3 years | 24.47 | -12.23 | -200% |
| Returns for 5 years | -9.72 | -35.32 | 28% |
| Returns for 10 years | 57.19 | -0.59 | -9,620% |
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