Oppenheimer International Competition

OIDAX Fund

USD 12.97 -0.30 -2.26%

The fund is listed under the Foreign Large Blend category and is part of the Invesco family. The entity is thematically classified as Conservative Funds. The peer group for Oppenheimer International Diversified includes VALIC Company, VANGUARD SMALL-CAP, AMERICAN BEACON, American Century, and FPA Queens among other comparable companies. Price-to-sales ratios across Oppenheimer International's competitors show which names the market values most per dollar of revenue.

Pair Correlation for Oppenheimer International and AB SMALL Details

Poor diversification

For the present investment horizon, the measured correlation between Oppenheimer International and AB SMALL stands at 0.77, or Poor diversification. Lower overlap tends to improve diversification, while higher overlap means both positions carry similar risk.

Moving together with Oppenheimer Mutual Fund

0.72	VMICX	Invesco Municipal Income	Pair Corr
0.67	VMINX	Invesco Municipal Income	Pair Corr
0.67	VMIIX	Invesco Municipal Income	Pair Corr
0.79	OARDX	Oppenheimer Rising	Pair Corr
0.81	AMHYX	Invesco High Yield	Pair Corr

Specify up to 10 symbols:

Experienced market participants anticipate that Oppenheimer International's price will even out over time. Periods when Oppenheimer International's deviates significantly from its historical mean may warrant further fundamental analysis.

Hype

Prediction

Low	Estimated	High
11.88	12.97	14.06

Details

Intrinsic

Valuation

Low	Real	High
12.05	13.14	14.23

Details

Naive

Forecast

Low	Next	High
12.17	13.26	14.35

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
12.67	13.60	14.53

Details

Analyzing Oppenheimer International in isolation is insufficient for informed investment decisions. This peer-relative view often uncovers mispricing that single-company analysis would miss.

Oppenheimer International Competition Correlation Matrix

Competition correlation for Oppenheimer International Diversified matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.

	VVSCX	VISVX	AVPAX	AVCNX	QRSAX	SCYVX
VVSCX		0.98	0.93	0.91	0.83	0.92	VVSCX
VISVX	0.98		0.95	0.93	0.88	0.94	VISVX
AVPAX	0.93	0.95		0.99	0.96	0.99	AVPAX
AVCNX	0.91	0.93	0.99		0.97	0.99	AVCNX
QRSAX	0.83	0.88	0.96	0.97		0.97	QRSAX
SCYVX	0.92	0.94	0.99	0.99	0.97		SCYVX
	VVSCX	VISVX	AVPAX	AVCNX	QRSAX	SCYVX

Risk-Adjusted Indicators

Strong recent returns in Oppenheimer Mutual Fund do not always mean Oppenheimer International Mutual Fund is outperforming peers on business quality. Risk-adjusted metrics help compare Oppenheimer International's efficiency and downside exposure against peers on a like-for-like basis. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
VVSCX	0.91	0.11	0.08	0.02	1.21	-0.86	1.41	-1.85	5.32
VISVX	0.76	0.10	0.10	0.02	0.96	-0.78	1.38	-1.56	4.40
AVPAX	0.88	0.17	0.13	0.07	1.11	-0.86	1.74	-1.84	5.39
AVCNX	0.88	0.17	0.15	0.08	1.00	-0.95	1.79	-1.63	5.40
QRSAX	0.70	0.12	0.14	0.06	0.82	-0.74	1.42	-1.49	4.18
SCYVX	0.82	0.16	0.15	0.07	0.98	-0.86	2.06	-1.61	5.30

Oppenheimer International Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	OIDAX	VVSCX	VISVX	AVPAX	AVCNX	QRSAX	SCYVX
	2.26 12.97 Oppenheimer	1.19 11.67 VALIC	0.84 52.19 VANGUARD	1.14 23.39 AMERICAN	0.48 18.72 American	0.89 44.55 FPA	0.85 15.17 SCYVX
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Soft	Soft	Contained	Moderate	Contained	Contained
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Buy	Strong Hold	Strong Buy	Strong Buy	Strong Buy	Strong Buy
Net Asset	1.47 B	488.09 M	30.41 B	3.78 B	550.58 M	696.19 M	332.3 M
Price To Book	2.43 X	N/A	1.72 X	1.63 X	N/A	N/A	N/A
Five Year Return	0.31 %	N/A	8.10 %	5.28 %	9.97 %	N/A	1.86 %
One Year Return	11.45 %	N/A	16.83 %	16.38 %	24.27 %	N/A	11.93 %
Last Dividend Paid	0.19	0.1	0.03	0.15	N/A	0.09	N/A
Price To Earning	19.21 X	N/A	8.27 X	18.32 X	N/A	N/A	N/A
Price To Sales	1.48 X	N/A	0.93 X	0.87 X	N/A	N/A	N/A
Cash Position Weight	4.45 %	2.64 %	0.79 %	3.65 %	N/A	10.53 %	1.08 %
Equity Positions Weight	95.00 %	97.36 %	99.21 %	96.36 %	100.00 %	89.43 %	98.92 %
Three Year Return	7.98 %	N/A	15.15 %	11.20 %	17.40 %	N/A	8.78 %
Annual Yield	0.01 %	0.01 %	0.02 %	0.01 %	0.02 %	0.01 %	0.01 %
Year To Date Return	1.05 %	N/A	3.60 %	3.67 %	5.25 %	N/A	3.75 %
Ten Year Return	6.93 %	N/A	8.09 %	6.49 %	N/A	N/A	N/A
Day Typical Price	12.97	11.67	52.19	23.39	18.72	44.55	15.17
Period Momentum Indicator	-0.30	-0.14	-0.44	-0.27	-0.09	-0.40	-0.13
Rate Of Daily Change	0.98	0.99	0.99	0.99	1.0	0.99	0.99
Day Median Price	12.97	11.67	52.19	23.39	18.72	44.55	15.17
Price Action Indicator	-0.15	-0.07	-0.22	-0.13	-0.04	-0.20	-0.07
Relative Strength Index	40.8	47.08	46.4	50.57	52.52	48.11	50.23
Coefficient Of Variation	-6,414	3814.0	3395.18	1232.81	1170.11	1527.45	1172.52
Mean Deviation	0.7985	0.905	0.7557	0.8848	0.8784	0.7002	0.818
Jensen Alpha	0.0451	0.1091	0.0973	0.1747	0.1716	0.1214	0.1641
Total Risk Alpha	0.0713	0.1258	0.1086	0.191	0.1884	0.1364	0.1793
Sortino Ratio	N/A	0.0779	0.0964	0.1294	0.1464	0.1411	0.1488
Downside Variance	N/A	1.54	0.978	1.54	1.22	0.8142	1.12
Standard Deviation	1.06	1.14	0.9731	1.16	1.12	0.9274	1.07
Kurtosis	0.9703	0.0167	-0.07	0.0584	0.1784	0.199	0.2239
Potential Upside	1.5	1.41	1.38	1.74	1.79	1.42	2.06
Treynor Ratio	-0.03	0.0172	0.0182	0.0709	0.0758	0.055	0.0745
Maximum Drawdown	5.13	5.32	4.4	5.39	5.4	4.18	5.3
Variance	1.12	1.31	0.9469	1.34	1.24	0.8601	1.14
Market Risk Adjusted Performance	-0.02	0.0272	0.0282	0.0809	0.0858	0.065	0.0845
Risk Adjusted Performance	-0.01	0.0245	0.0259	0.0701	0.0734	0.0553	0.0729
Skewness	-0.70	-0.06	-0.03	-0.04	0.1674	0.2893	0.1492
Semi Deviation	N/A	1.21	0.958	1.11	1.0	0.8218	0.9754
Information Ratio	0.0474	0.0844	0.0979	0.1386	0.1452	0.1373	0.1478
Value At Risk	-2.13	-1.85	-1.56	-1.84	-1.63	-1.49	-1.61
Expected Short fall	N/A	-0.86	-0.78	-0.86	-0.95	-0.74	-0.86
Downside Deviation	N/A	1.24	0.9889	1.24	1.11	0.9023	1.06
Semi Variance	N/A	1.46	0.9178	1.24	1.01	0.6753	0.9515

Oppenheimer International Competition Peer Performance Charts

How to Analyze Oppenheimer International Against Peers

Oppenheimer International's peer analysis compares Oppenheimer International with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Oppenheimer International trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Oppenheimer International leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Oppenheimer International has a wider economic moat score than the average competitor, based on return spread and reinvestment patterns. The dataset reflects available inputs without directional implication. Relative comparison helps show where Oppenheimer International is stronger or weaker against peers.

Data shown for Oppenheimer International Diversified is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication timing can introduce delays.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board

Last reviewed on March 25th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC

Oppenheimer International Competition

Pair Correlation for Oppenheimer International and AB SMALL Details

Moving together with Oppenheimer Mutual Fund

Specify up to 10 symbols:

Oppenheimer International Competition Correlation Matrix

Risk-Adjusted Indicators

Oppenheimer International Competitive Analysis

Oppenheimer International Competition Peer Performance Charts

How to Analyze Oppenheimer International Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY