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
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 94.9M vs. OEPIX (12.2M). 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 (2.63) 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 : 213.02 vs. OEPIX (-14.56). PMPSX return over 5 years is better than : 141.61 vs. OEPIX (80.41).
| OEPIX | PMPSX | OEPIX / PMPSX | |
| Total Expense Ratio | 1.72 | 2.63 | 65% |
| Annual Report Gross Expense Ratio | 1.72 | 2.63 | 65% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -3.143 | 251.578 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2M | 94.9M | 13% |
| Annual Yield % from dividends | 0.54 | 0.29 | 188% |
| Returns for 1 year | -14.56 | 213.02 | -7% |
| Returns for 3 years | -21.58 | 241.95 | -9% |
| Returns for 5 years | 80.41 | 141.61 | 57% |
| Returns for 10 years | -77.99 | 554.78 | -14% |