FOPAX
Price
$22.28
Change
+$0.11 (+0.50%)
Updated
Jul 24 closing price
Net Assets
1.66B
OSMAX
Price
$36.56
Change
+$0.11 (+0.30%)
Updated
Jul 24 closing price
Net Assets
2.34B
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FOPAX vs OSMAX

FOPAX vs OSMAX Comparison Chart in %
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FOPAX vs. OSMAX commentary
Jul 26, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.34B vs. FOPAX (1.66B). FOPAX pays higher dividends than OSMAX: FOPAX (1.68) vs OSMAX (1.43). 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 : -2.12 vs. OSMAX (-14.44). FOPAX return over 5 years is better than : -14.39 vs. OSMAX (-38.00).
FOPAXOSMAXFOPAX / OSMAX
Total Expense Ratio1.261.4289%
Annual Report Gross Expense Ratio1.261.4289%
Fund Existence21 years29 years-
Gain YTD4.6012.986154%
Front Load6%6%105%
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.66B2.34B71%
Annual Yield % from dividends1.681.43118%
Returns for 1 year-2.12-14.4415%
Returns for 3 years20.29-12.11-168%
Returns for 5 years-14.39-38.0038%
Returns for 10 years56.592.722,084%
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