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OSCIX vs WAGTX
OSCIX vs WAGTX Comparison
Open Charts OSCIX vs WAGTX
Invesco International Small-Mid Com R6
Price$36.51
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets3.51B
Seven Canyons World Innovators Investor
Price$13.48
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets41.5M
OSCIX vs WAGTX Comparison Chart
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OSCIX vs. WAGTX commentary
Jan 19, 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 StrongBuy and WAGTX is a Hold.
FUNDAMENTALS
Fundamentals
OSCIX has more cash in the bank: 3.51B vs. WAGTX (41.5M). 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 : 5.39 vs. OSCIX (-8.59). OSCIX return over 5 years is better than : -21.81 vs. WAGTX (-24.69).
| 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 | 0.523 | -0.809 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.51B | 41.5M | 8,463% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -8.59 | 5.39 | -159% |
| Returns for 3 years | -25.26 | -25.36 | 100% |
| Returns for 5 years | -21.81 | -24.69 | 88% |
| Returns for 10 years | 20.85 | -30.87 | -68% |
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