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OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart
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OEPIX vs. PMPSX commentary
Jun 16, 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 PMPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 53.5M vs. OEPIX (12M). OEPIX pays higher dividends than PMPSX: OEPIX (0.83) vs PMPSX (0.59). OEPIX was incepted earlier than PMPSX: OEPIX (19 years) vs PMPSX (23 years). PMPSX (2.63) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. PMPSX (204.00). OEPIX (15000) and PMPSX (15000) have matching initial minimum investment requirements. PMPSX annual gain was more profitable for investors over the last year : 94.39 vs. OEPIX (-36.51). OEPIX return over 5 years is better than : 73.01 vs. PMPSX (45.64).
| OEPIX | PMPSX | OEPIX / PMPSX | |
| Total Expense Ratio | 1.72 | 2.63 | 65% |
| Annual Report Gross Expense Ratio | 1.72 | 2.63 | 65% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -22.623 | 92.278 | -25% |
| 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 | 0.59 | 141% |
| Returns for 1 year | -36.51 | 94.39 | -39% |
| Returns for 3 years | -26.71 | 74.21 | -36% |
| Returns for 5 years | 73.01 | 45.64 | 160% |
| Returns for 10 years | -89.22 | 124.75 | -72% |
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