Interact to see
Advertisement
Advertisement
OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OEPIX vs. PMPSX commentary
Feb 04, 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 Buy and PMPSX is a Hold.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 129M vs. OEPIX (19.1M). OEPIX pays higher dividends than PMPSX: OEPIX (0.66) vs PMPSX (0.00). OEPIX was incepted earlier than PMPSX: OEPIX (20 years) vs PMPSX (24 years). PMPSX (2.53) is less costly to investors than OEPIX (1.74). PMPSX is a more actively managed with annual turnover of: 229.00 vs. OEPIX (149.00). OEPIX (15000) and PMPSX (15000) have matching initial minimum investment requirements. PMPSX annual gain was more profitable for investors over the last year : 259.74 vs. OEPIX (34.26). PMPSX return over 5 years is better than : 233.77 vs. OEPIX (100.44).
| OEPIX | PMPSX | OEPIX / PMPSX | |
| Total Expense Ratio | 1.74 | 2.53 | 69% |
| Annual Report Gross Expense Ratio | 1.74 | 2.53 | 69% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 36.623 | 22.427 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1M | 129M | 15% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | 34.26 | 259.74 | 13% |
| Returns for 3 years | 5.42 | 329.93 | 2% |
| Returns for 5 years | 100.44 | 233.77 | 43% |
| Returns for 10 years | -61.76 | 587.86 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement