Interact to see
Advertisement
Advertisement
OEPIX vs PMPIX
OEPIX vs PMPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. PMPIX commentary
Dec 26, 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 OEPIX is a Hold and PMPIX is a Hold.
FUNDAMENTALS
Fundamentals
PMPIX has more cash in the bank: 118M vs. OEPIX (11.8M). OEPIX (0.54) and PMPIX (0.53) have matching dividends . OEPIX was incepted earlier than PMPIX: OEPIX (20 years) vs PMPIX (24 years). OEPIX (1.74) is less costly to investors than PMPIX (1.53). PMPIX is a more actively managed with annual turnover of: 229.00 vs. OEPIX (149.00). OEPIX (15000) and PMPIX (15000) have matching initial minimum investment requirements. PMPIX annual gain was more profitable for investors over the last year : 295.02 vs. OEPIX (2.94). PMPIX return over 5 years is better than : 182.37 vs. OEPIX (72.24).
| OEPIX | PMPIX | OEPIX / PMPIX | |
| Total Expense Ratio | 1.74 | 1.53 | 114% |
| Annual Report Gross Expense Ratio | 1.74 | 1.53 | 114% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -2.326 | 305.770 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 118M | 10% |
| Annual Yield % from dividends | 0.54 | 0.53 | 102% |
| Returns for 1 year | 2.94 | 295.02 | 1% |
| Returns for 3 years | -19.08 | 313.01 | -6% |
| Returns for 5 years | 72.24 | 182.37 | 40% |
| Returns for 10 years | -75.61 | 793.99 | -10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement