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OEPIX vs PMPIX
OEPIX vs PMPIX Comparison Chart
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OEPIX vs. PMPIX commentary
Jun 15, 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 Buy and PMPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMPIX has more cash in the bank: 53.5M vs. OEPIX (12M). PMPIX pays higher dividends than OEPIX: PMPIX (1.10) vs OEPIX (0.83). OEPIX was incepted earlier than PMPIX: OEPIX (19 years) vs PMPIX (23 years). OEPIX (1.72) is less costly to investors than PMPIX (1.63). OEPIX is a more actively managed with annual turnover of: 217.00 vs. PMPIX (204.00). OEPIX (15000) and PMPIX (15000) have matching initial minimum investment requirements. PMPIX annual gain was more profitable for investors over the last year : 96.31 vs. OEPIX (-36.51). OEPIX return over 5 years is better than : 73.01 vs. PMPIX (53.04).
| OEPIX | PMPIX | OEPIX / PMPIX | |
| Total Expense Ratio | 1.72 | 1.63 | 106% |
| Annual Report Gross Expense Ratio | 1.72 | 1.63 | 106% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -22.623 | 93.142 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12M | 53.5M | 22% |
| Annual Yield % from dividends | 0.83 | 1.10 | 75% |
| Returns for 1 year | -36.51 | 96.31 | -38% |
| Returns for 3 years | -26.71 | 79.37 | -34% |
| Returns for 5 years | 73.01 | 53.04 | 138% |
| Returns for 10 years | -89.22 | 148.39 | -60% |
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