FOPTX
Price
$22.28
Change
-$0.04 (-0.18%)
Updated
Aug 20 closing price
Net Assets
1.65B
OSMAX
Price
$39.06
Change
+$0.35 (+0.90%)
Updated
Aug 21 closing price
Net Assets
2.43B
Interact to see
Advertisement

FOPTX vs OSMAX

FOPTX vs OSMAX Comparison Chart in %
View a ticker or compare two or three
VS
FOPTX vs. OSMAX commentary
Aug 23, 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 FOPTX is a Hold and OSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.43B vs. FOPTX (1.65B). FOPTX (1.41) and OSMAX (1.36) have matching dividends . FOPTX was incepted earlier than OSMAX: FOPTX (21 years) vs OSMAX (29 years). FOPTX (1.51) is less costly to investors than OSMAX (1.42). FOPTX (53.00) and OSMAX (52.00) have comparable annual turnover. OSMAX initial investment is less costly to investors than FOPTX (4%) vs FOPTX (4%). FOPTX has a lower initial minimum investment than OSMAX: FOPTX (0) vs OSMAX (1000). FOPTX annual gain was more profitable for investors over the last year : -1.85 vs. OSMAX (-7.19). FOPTX return over 5 years is better than : -16.07 vs. OSMAX (-35.40).
FOPTXOSMAXFOPTX / OSMAX
Total Expense Ratio1.511.42106%
Annual Report Gross Expense Ratio1.511.42106%
Fund Existence21 years29 years-
Gain YTD6.55210.02865%
Front Load4%6%64%
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.65B2.43B68%
Annual Yield % from dividends1.411.36104%
Returns for 1 year-1.85-7.1926%
Returns for 3 years28.850.873,309%
Returns for 5 years-16.07-35.4045%
Returns for 10 years50.445.34945%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
KAUFX6.340.04
+0.63%
Federated Hermes Kaufmann R
AGRYX136.820.77
+0.57%
AB Growth Advisor
VIVAX88.320.49
+0.56%
Vanguard MStar Value Index Investor
FLEKX13.450.06
+0.45%
Victory Pioneer Equ Premium Income R6
NAINX9.780.03
+0.31%
Virtus Tactical Allocation A