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OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart in %
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OEPIX vs. PMPSX commentary
Aug 18, 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 PMPSX is a Buy.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 44.5M vs. OEPIX (9.98M). OEPIX pays higher dividends than PMPSX: OEPIX (0.71) vs PMPSX (0.55). 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 : 81.96 vs. OEPIX (-40.60). OEPIX return over 5 years is better than : 42.60 vs. PMPSX (22.50).
| 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 | -29.116 | 119.176 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.98M | 44.5M | 22% |
| Annual Yield % from dividends | 0.71 | 0.55 | 130% |
| Returns for 1 year | -40.60 | 81.96 | -50% |
| Returns for 3 years | -12.99 | 142.92 | -9% |
| Returns for 5 years | 42.60 | 22.50 | 189% |
| Returns for 10 years | -88.17 | 324.44 | -27% |
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