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FOPIX vs OSMAX
FOPIX vs OSMAX Comparison
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FOPIX vs OSMAX Comparison Chart in %
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FOPIX vs. OSMAX commentary
Aug 20, 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 FOPIX is a Hold and OSMAX is a Hold.
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.39B vs. FOPIX (1.65B). FOPIX pays higher dividends than OSMAX: FOPIX (1.58) vs OSMAX (1.36). FOPIX was incepted earlier than OSMAX: FOPIX (21 years) vs OSMAX (29 years). OSMAX (1.42) is less costly to investors than FOPIX (1.02). FOPIX (53.00) and OSMAX (52.00) have comparable annual turnover. FOPIX has a lower initial minimum investment than OSMAX: FOPIX (0) vs OSMAX (1000). FOPIX annual gain was more profitable for investors over the last year : -1.97 vs. OSMAX (-9.62). FOPIX return over 5 years is better than : -12.99 vs. OSMAX (-36.80).
| FOPIX | OSMAX | FOPIX / OSMAX | |
| Total Expense Ratio | 1.02 | 1.42 | 72% |
| Annual Report Gross Expense Ratio | 1.02 | 1.42 | 72% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 6.819 | 7.634 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 2.39B | 69% |
| Annual Yield % from dividends | 1.58 | 1.36 | 116% |
| Returns for 1 year | -1.97 | -9.62 | 20% |
| Returns for 3 years | 31.63 | -1.13 | -2,808% |
| Returns for 5 years | -12.99 | -36.80 | 35% |
| Returns for 10 years | 58.17 | 4.00 | 1,454% |
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