FOPTX
Price
$21.94
Change
-$0.16 (-0.72%)
Updated
Jul 13 closing price
Net Assets
1.66B
OSMAX
Price
$36.01
Change
-$0.20 (-0.55%)
Updated
Jul 13 closing price
Net Assets
2.35B
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FOPTX vs OSMAX

FOPTX vs OSMAX Comparison Chart in %
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FOPTX vs. OSMAX commentary
Jul 14, 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 Buy and OSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
OSMAX has more cash in the bank: 2.35B vs. FOPTX (1.66B). OSMAX (1.43) and FOPTX (1.41) 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 : -0.75 vs. OSMAX (-14.19). FOPTX return over 5 years is better than : -14.39 vs. OSMAX (-37.86).
FOPTXOSMAXFOPTX / OSMAX
Total Expense Ratio1.511.42106%
Annual Report Gross Expense Ratio1.511.42106%
Fund Existence21 years29 years-
Gain YTD5.6912.000285%
Front Load4%6%64%
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.66B2.35B71%
Annual Yield % from dividends1.411.4399%
Returns for 1 year-0.75-14.195%
Returns for 3 years20.94-12.93-162%
Returns for 5 years-14.39-37.8638%
Returns for 10 years58.163.661,588%
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