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OSCIX vs OSMAX
OSCIX vs OSMAX Comparison
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OSCIX vs OSMAX Comparison Chart in %
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OSCIX 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 OSCIX is a Hold and OSMAX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX (2.43B) and OSMAX (2.43B) have equal amount of cash in the bank . OSCIX pays higher dividends than OSMAX: OSCIX (1.80) vs OSMAX (1.36). OSCIX was incepted earlier than OSMAX: OSCIX (15 years) vs OSMAX (29 years). OSMAX (1.42) is less costly to investors than OSCIX (1.01). OSCIX (52.00) and OSMAX (52.00) have comparable annual turnover. OSMAX has a lower initial minimum investment than OSCIX: OSMAX (1000) vs OSCIX (1000000). OSCIX (-6.96) and OSMAX (-7.19) have marching annual gain over last year. OSCIX (-34.32) and OSMAX (-35.40) have equivalent 5 years return.
| OSCIX | OSMAX | OSCIX / OSMAX | |
| Total Expense Ratio | 1.01 | 1.42 | 71% |
| Annual Report Gross Expense Ratio | 1.01 | 1.42 | 71% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 10.298 | 10.028 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 2.43B | 100% |
| Annual Yield % from dividends | 1.80 | 1.36 | 132% |
| Returns for 1 year | -6.96 | -7.19 | 97% |
| Returns for 3 years | 1.88 | 0.87 | 215% |
| Returns for 5 years | -34.32 | -35.40 | 97% |
| Returns for 10 years | 9.09 | 5.34 | 170% |
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