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
Sep 09, 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 StrongBuy and PMPSX is a Buy.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 66.1M vs. OEPIX (10.1M). OEPIX pays higher dividends than PMPSX: OEPIX (0.66) vs PMPSX (0.41). 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 : 131.58 vs. OEPIX (-23.46). OEPIX return over 5 years is better than : 98.31 vs. PMPSX (36.25).
| 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 | -22.277 | 167.702 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 66.1M | 15% |
| Annual Yield % from dividends | 0.66 | 0.41 | 159% |
| Returns for 1 year | -23.46 | 131.58 | -18% |
| Returns for 3 years | -13.48 | 221.90 | -6% |
| Returns for 5 years | 98.31 | 36.25 | 271% |
| Returns for 10 years | -85.00 | 477.29 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement