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OSCIX vs OSMAX
OSCIX vs OSMAX Comparison
Open Charts OSCIX vs OSMAX
Invesco International Small-Mid Com R6
Price$40.90
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets3.57B
Invesco International Small-Mid Com A
Price$41.04
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets3.57B
OSCIX vs OSMAX Comparison Chart
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OSCIX vs. OSMAX commentary
May 24, 2025
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 OSCIX is a Hold and OSMAX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX (3.57B) and OSMAX (3.57B) have equal amount of cash in the bank . OSCIX pays higher dividends than OSMAX: OSCIX (1.77) vs OSMAX (1.33). OSCIX was incepted earlier than OSMAX: OSCIX (13 years) vs OSMAX (28 years). OSMAX (1.37) is less costly to investors than OSCIX (0.99). OSCIX (21.00) and OSMAX (21.00) have comparable annual turnover. OSMAX has a lower initial minimum investment than OSCIX: OSMAX (1000) vs OSCIX (1000000). OSCIX annual gain was more profitable for investors over the last year : -1.61 vs. OSMAX (-2.21). OSCIX return over 5 years is better than : -5.05 vs. OSMAX (-6.94).
| OSCIX | OSMAX | OSCIX / OSMAX | |
| Total Expense Ratio | 0.99 | 1.37 | 72% |
| Annual Report Gross Expense Ratio | 0.99 | 1.37 | 72% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 12.610 | 12.134 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 3.57B | 100% |
| Annual Yield % from dividends | 1.77 | 1.33 | 133% |
| Returns for 1 year | -1.61 | -2.21 | 73% |
| Returns for 3 years | 3.14 | 1.75 | 179% |
| Returns for 5 years | -5.05 | -6.94 | 73% |
| Returns for 10 years | 21.70 | 17.37 | 125% |
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