AUMIX vs OTCFX

Both AUMIX and OTCFX are mutual funds. AUMIX has a lower 5-year return than OTCFX (1.27% vs 6.7%). Below is the comparison between AUMIX and OTCFX.

Together with FinMasters

Stock Wars

Pick any two stocks and find out how much money each would've made you had you purchased them at the same time.

	AUMIX	OTCFX
Security Type	Mutual fund	Mutual fund
Finny Score	20	20
Category	Small Growth	Small Growth
Family	Allianz Global Investors	T. Rowe Price
Net Assets	N/A	$2.82B
Expense Ratio	N/A	0.85%
Management Style	active	active
30-Day Yield	N/A	0.00%
Minimum Investment	$25,000	N/A
YTD Return	-2.45%	1.85%
1-Year Return	3.85%	-1.51%
3-Year Return	2.00%	8.41%
5-Year Return	1.27%	6.70%
10-Year Return	10.24%	9.51%

AUMIX description

null

AUMIX performance & returns

YTD Return	-2.45%
1-Month Return	9.10%
3-Month Return	1.92%
1-Year Return	3.85%
3-Year Return	2.00%
5-Year Return	1.27%
10-Year Return	10.24%

AUMIX expense ratio is N/A.

AUMIX holdings

Top 10 Holdings (20.60% of Total Assets)

Name	Symbol	% Assets
Zynex Inc	ZYXI	2.36%
EverQuote Inc	EVER	2.22%
Veracyte Inc	VCYT	2.20%
Catasys Inc	CATS	2.20%
OrthoPediatrics Corp	KIDS	2.05%
Tabula Rasa HealthCare Inc	TRHC	2.00%
CryoPort Inc	CYRX	2.00%
Model N Inc	MODN	1.93%
Axsome Therapeutics Inc	AXSM	1.87%
Adesto Technologies Corp	IOTS	1.77%

AUMIX pros

The following are AUMIX strengths from our perspective:

Good news: this fund does not have 12b1, front-end or back-end sales fees.

AUMIX cons

The following are AUMIX weaknesses from our perspective:

AUMIX net assets are $0.00 million. This fund is not a popular choice with retail investors.
AUMIX 3-year return is 2%, which is lower than the 3-year return of the benchmark index (null), 19.34%.
AUMIX 5-year return is 1.27%, which is lower than the 5-year return of the benchmark index (null), 20.72%.
AUMIX 10-year return is 10.24%, which is lower than the 10-year return of the benchmark index (null), 13.98%.

Other relevant AUMIX comparisons

You may also want to check out the following AUMIX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

OTCFX description

The Fund seeks to provide long-term capital growth by investing in stocks of small companies. A small company is defined as having a market capitalization that falls within or below the range of companies in the Russell 2000 Index or S&P Small-Cap 600 Index.

OTCFX performance & returns

YTD Return	1.85%
1-Month Return	1.79%
3-Month Return	-5.49%
1-Year Return	-1.51%
3-Year Return	8.41%
5-Year Return	6.70%
10-Year Return	9.51%

OTCFX expense ratio is 0.85%.

OTCFX holdings

Top 10 Holdings (9.15% of Total Assets)

Name	Symbol	% Assets
Ingersoll Rand Inc	IR	1.31%
FirstService Corp Ordinary Shares	FSV	1.20%
Lattice Semiconductor Corp	LSCC	1.16%
Selective Insurance Group Inc	SIGI	1.16%
Burlington Stores Inc	BURL	1.16%
Teledyne Technologies Inc	TDY	1.08%
EastGroup Properties Inc	EGP	1.06%
Element Solutions Inc	ESI	1.03%

OTCFX pros

The following are OTCFX strengths from our perspective:

Good news: this fund does not have 12b1, front-end or back-end sales fees.

OTCFX cons

The following are OTCFX weaknesses from our perspective:

OTCFX 3-year return is 10.62%, which is lower than the 3-year return of the benchmark index (Russell 2000 TR USD), 19.34%.
OTCFX 5-year return is 6.87%, which is lower than the 5-year return of the benchmark index (Russell 2000 TR USD), 20.72%.
OTCFX 10-year return is 9.47%, which is lower than the 10-year return of the benchmark index (Russell 2000 TR USD), 13.98%.
OTCFX expense ratio is 0.85%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant OTCFX comparisons

You may also want to check out the following OTCFX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.