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OEPIX vs PMPIX
OEPIX vs PMPIX Comparison Chart in %
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OEPIX vs. PMPIX commentary
Jan 15, 2026
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: 116M vs. OEPIX (13.6M). OEPIX pays higher dividends than PMPIX: OEPIX (0.87) vs PMPIX (0.43). 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 : 313.27 vs. OEPIX (5.39). PMPIX return over 5 years is better than : 237.89 vs. OEPIX (66.87).
| 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 | 17.986 | 22.111 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6M | 116M | 12% |
| Annual Yield % from dividends | 0.87 | 0.43 | 201% |
| Returns for 1 year | 5.39 | 313.27 | 2% |
| Returns for 3 years | -15.27 | 294.21 | -5% |
| Returns for 5 years | 66.87 | 237.89 | 28% |
| Returns for 10 years | -62.76 | 1043.63 | -6% |
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