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OSCIX vs WAGTX
OSCIX vs WAGTX Comparison
Open Charts OSCIX vs WAGTX
Invesco International Small-Mid Com R6
Price$36.53
Change-$0.76 (-2.04%)
VolumeN/A
CapitalizationN/A
Seven Canyons World Innovators Investor
Price$13.57
Change-$0.26 (-1.88%)
VolumeN/A
CapitalizationN/A
OSCIX vs WAGTX Comparison Chart
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OSCIX vs. WAGTX commentary
Dec 19, 2024
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 WAGTX is a StrongSell.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.73B vs. WAGTX (44.4M). OSCIX pays higher dividends than WAGTX: OSCIX (1.20) vs WAGTX (0.00). OSCIX was incepted earlier than WAGTX: OSCIX (13 years) vs WAGTX (24 years). WAGTX is a more actively managed with annual turnover of: 114.00 vs. OSCIX (26.00). WAGTX has a lower initial minimum investment than OSCIX: WAGTX (2000) vs OSCIX (1000000). WAGTX annual gain was more profitable for investors over the last year : 7.63 vs. OSCIX (-8.53). OSCIX (-18.58) and WAGTX (-19.45) have equivalent 5 years return.
| OSCIX | WAGTX | OSCIX / WAGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -11.262 | 4.773 | -236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.73B | 44.4M | 8,410% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -8.53 | 7.63 | -112% |
| Returns for 3 years | -28.82 | -38.45 | 75% |
| Returns for 5 years | -18.58 | -19.45 | 96% |
| Returns for 10 years | 24.27 | -39.45 | -62% |
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