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FOPAX vs OSMYX
FOPAX vs OSMYX Comparison
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FOPAX vs OSMYX Comparison Chart in %
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FOPAX vs. OSMYX 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 OSMYX is a Buy.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 2.42B vs. FOPAX (1.72B). OSMYX (1.68) and FOPAX (1.64) have matching dividends . FOPAX was incepted earlier than OSMYX: FOPAX (21 years) vs OSMYX (21 years). FOPAX (1.26) is less costly to investors than OSMYX (1.18). FOPAX (53.00) and OSMYX (52.00) have comparable annual turnover. FOPAX has a lower initial minimum investment than OSMYX: FOPAX (0) vs OSMYX (1000). FOPAX annual gain was more profitable for investors over the last year : 5.11 vs. OSMYX (-12.08). FOPAX return over 5 years is better than : -9.72 vs. OSMYX (-33.95).
| FOPAX | OSMYX | FOPAX / OSMYX | |
| Total Expense Ratio | 1.26 | 1.18 | 107% |
| Annual Report Gross Expense Ratio | 1.26 | 1.18 | 107% |
| Fund Existence | 21 years | 21 years | - |
| Gain YTD | 6.995 | 1.769 | 395% |
| Front Load | 6% | N/A | - |
| 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 | 1.68 | 98% |
| Returns for 1 year | 5.11 | -12.08 | -42% |
| Returns for 3 years | 24.47 | -11.80 | -207% |
| Returns for 5 years | -9.72 | -33.95 | 29% |
| Returns for 10 years | 57.19 | 1.29 | 4,445% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GCV | 4.74 | 0.04 | +0.85% |
| Gabelli Convertible and Income Securities Fund (The) | |||
| EFAV | 90.16 | 0.09 | +0.10% |
| iShares MSCI EAFE Min Vol Factor ETF | |||
| NUMI | 25.12 | N/A | N/A |
| Nuveen Municipal Income ETF | |||
| KIO | 11.33 | -0.03 | -0.26% |
| KKR Income OPPORTUNITIES FUND | |||
| MSII | 5.96 | -0.76 | -11.28% |
| REX MSTR Growth & Income ETF | |||