OAZIX has more cash in the bank: 12.8B vs. SMINX (237M). SMINX pays higher dividends than OAZIX: SMINX (2.59) vs OAZIX (2.05). OAZIX was incepted earlier than SMINX: OAZIX (6 years) vs SMINX (10 years). SMINX (1.38) is less costly to investors than OAZIX (0.76). SMINX is a more actively managed with annual turnover of: 66.00 vs. OAZIX (51.00). SMINX has a lower initial minimum investment than OAZIX: SMINX (100000) vs OAZIX (1000000). SMINX (16.65) and OAZIX (16.32) have marching annual gain over last year. SMINX return over 5 years is better than : 52.28 vs. OAZIX (36.79).

	OAZIX	SMINX	OAZIX / SMINX
Total Expense Ratio	0.76	1.11	68%
Annual Report Gross Expense Ratio	0.76	1.38	55%
Fund Existence	6 years	10 years	-
Gain YTD	8.830	12.128	73%
Front Load	N/A	N/A	-
Min. Initial Investment	1000000	100000	1,000%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	12.8B	237M	5,401%
Annual Yield % from dividends	2.05	2.59	79%
Returns for 1 year	16.32	16.65	98%
Returns for 3 years	44.20	64.31	69%
Returns for 5 years	36.79	52.28	70%
Returns for 10 years	N/A	N/A	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
WCMWX	26.87	0.45	+1.70%
WCM Focused Emerging Mkts Ex Chn Inst
BROIX	25.65	0.26	+1.02%
BlackRock Advantage International Instl
NSRKX	29.51	0.21	+0.72%
Northern World Selection Index K
CGEZX	23.81	0.11	+0.46%
Columbia Select Global Equity Inst
STVZX	11.52	0.05	+0.44%
Virtus Ceredex Large-Cap Value Equity R6