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OEPIX vs PMPIX
OEPIX vs PMPIX Comparison Chart in %
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OEPIX vs. PMPIX commentary
Jul 08, 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 Buy.
FUNDAMENTALS
Fundamentals
PMPIX has more cash in the bank: 53.9M vs. OEPIX (10M). PMPIX pays higher dividends than OEPIX: PMPIX (1.03) vs OEPIX (0.76). 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 : 73.71 vs. OEPIX (-41.98). OEPIX return over 5 years is better than : 89.94 vs. PMPIX (28.70).
| 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 | -26.169 | 88.091 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 53.9M | 19% |
| Annual Yield % from dividends | 0.76 | 1.03 | 74% |
| Returns for 1 year | -41.98 | 73.71 | -57% |
| Returns for 3 years | -13.10 | 85.86 | -15% |
| Returns for 5 years | 89.94 | 28.70 | 313% |
| Returns for 10 years | -88.82 | 154.68 | -57% |
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