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FOPAX vs OSMYX
FOPAX vs OSMYX Comparison
Open Charts FOPAX vs OSMYX
FOPAX vs OSMYX Comparison Chart in %
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FOPAX vs. OSMYX 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 OSMYX is a Hold.
FUNDAMENTALS
Fundamentals
OSMYX has more cash in the bank: 2.43B vs. FOPAX (1.65B). FOPAX (1.69) and OSMYX (1.62) 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 : -1.46 vs. OSMYX (-7.14). FOPAX return over 5 years is better than : -14.56 vs. OSMYX (-34.87).
| 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 | 6.761 | 10.217 | 66% |
| Front Load | 6% | N/A | - |
| 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 | 1.62 | 104% |
| Returns for 1 year | -1.46 | -7.14 | 20% |
| Returns for 3 years | 30.24 | 1.29 | 2,345% |
| Returns for 5 years | -14.56 | -34.87 | 42% |
| Returns for 10 years | 53.57 | 7.27 | 737% |
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