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OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart in %
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OEPIX vs. PMPSX commentary
Dec 29, 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 Hold.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 110M vs. OEPIX (11.3M). OEPIX pays higher dividends than PMPSX: OEPIX (0.54) vs PMPSX (0.29). 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 : 295.50 vs. OEPIX (0.83). PMPSX return over 5 years is better than : 171.97 vs. OEPIX (69.83).
| 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 | -3.696 | 306.731 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 110M | 10% |
| Annual Yield % from dividends | 0.54 | 0.29 | 188% |
| Returns for 1 year | 0.83 | 295.50 | 0% |
| Returns for 3 years | -20.81 | 293.43 | -7% |
| Returns for 5 years | 69.83 | 171.97 | 41% |
| Returns for 10 years | -75.33 | 757.62 | -10% |
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